Practice management

Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.

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

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.