Practice management

Employers should educate employees about the dangers of abuse and work with EAPs and disability carriers to help at-risk workers who need proper treatment.

More than 80% of the workforce is impacted by the recent Equifax breach and brokers have an obligation to ensure employers understand the business implications of the hack.

While there is no guaranteed answer for success, there are certainly ways to positively influence the process, says columnist Wendy Keneipp.

Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.

Small firms win letters of record by speaking the language of the CFO and putting their compensation on the line, explains columnist Nelson Griswold.

Industry experts weigh in on a range of pain points facing employees, such as managing student debt, and the products that are designed to address them.

Partner at DCW Group, Bob Gearhart Jr., is seamlessly adapting to the changing role of adviser from product specialist to corporate consultant.

Make business development activities a systematic, constructive work habit, and columnist Jack Kwicien says attracting and selling new clients will get that much easier.

Recent decisions by the National Labor Relations Board have found that “no recording” policies are illegal under the National Labor Relations Act.

There are three key steps to lay the groundwork for such a review, including assessing current systems and pursuing automation.