Practice management

The company’s recently released applicant-tracking system is helping Brad’s Deals and other employers find, place workers.

This is the ‘make or break’ period for brokers to retain and attract clients for the coming year.

Typical RFPs focus on capabilities, but not the company’s processes and people.

The latest hires and promotions inside advisory firms and other companies across the nation.

The IBM Insurance Platform aims to disrupt the small-group market through cognitive computing, improved data analytics, enhanced security and more.

The company’s recently released applicant-tracking system is helping Brad’s Deals and other employers find, place workers.

Finding young talent in the advising field can be difficult, as evidenced by the growing median age of advisers, but family firms are enlisting children and grandchildren as eventual successors.

Typical RFPs focus on capabilities, but not the company’s processes and people.

Preferred Partner Program and Broker Advisory Council deliver customized tools and reduced rates while providing opportunity for plan feedback.

Like-minded brokers are banding together, finding joy in helping would-be competitors get a win for their clients, says adviser Rachel Miner.