Practice management

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

With a patchwork of laws mapping across the country, remaining compliant in compensation practices is becoming even more challenging.

Brokers are killing their businesses by not discussing with employers what their work is actually worth and restructuring their payment system accordingly, says Q4intellligence’s Kevin Trokey.

With a patchwork of laws mapping across the country, remaining compliant in compensation practices is becoming even more challenging.

Potential exposure to litigation can be reduced by identifying key business practices that need modification.

Severance agreements are ripe with potential tax planning challenges and opportunities. Before drafting that next agreement, beware the following three traps.

Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.

Brokers can maximize the value of their clients’ 401(k) participation and group health offerings by ensuring employers meet timely regulatory obligations.

Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.

Avoid longer conversations about automating the benefits enrollment. They won’t work in the adviser’s — or the client’s — favor.