Practice management

It’s a common misunderstanding that CI only covers this disease, says The Standard’s Danielle Lehman, but the products have evolved.

Due to changing regulations, employers are looking to their adviser for assistance, says Kim Buckey, DirectPath’s VP of compliance communications.

Savvy advisers are crunching the numbers to retain clients and win new business.

With the new, increased salary requirements set to take effect later this year for exempt employees, many employers are asking how they might reduce their overtime obligations. One possible approach is the fluctuating workweek method of compensation.

How design thinking is helping human resources make the perk millennial-friendly.

Sharing political opinions with colleagues — and especially clients — can have a negative effect on an adviser’s business, says columnist Wendy Keneipp.

The change reflects new market dynamics, including broker consolidation, says president and CEO Adam Bruckman.

The company’s new retirement program, Spark 401k, aims to boost small business participation and ease challenges those employers face in offering workers DC plans.

Two brokers who lost homes and offices still consider themselves “fortunate” as rebuilding beings. Read how you can help.

The number of plan sponsors concerned about fiduciary matters jumps 14%, a Fidelity Investments study shows.