Advisor strategies

Some options are better at reducing the expense of such services than others, say Universal Health Advisors John Mickner and Tim Cummings.

With CFOs interested in the healthcare bottom line, brokers must build a long-term design that works for employers’ bottom lines, says adviser Suzy Johnson.

Avoid wasting time and money by evaluating potential candidates and selecting the best brokers from the start, says Randy Schwantz.

The Arrow Umbrella Program seeks to protect small advisory firms in the Golden State from market devaluation, commission loss and other threats.

The paycheck is a gateway to helping the youngest generation in the workforce understand their finances and spending habits, says ADP’s Aldor Delp.

Tracking key indicators, expanding beyond insurance are ways to overcome business obstacles, explains consultant Kevin Trokey.

EBA's pick celebrates 25 years improving best practices, such as separating investment and operational plan functions.

Employers should take note of this ‘significant challenge' as salary threshold for exempt employees grows.

Ask yourself, are you doing all you can to provide relevant value to your clients and your brokerage, says adviser Andy Torelli.

The product is designed to improve broker experience through easier implementation, the company’s Mike Zarrillo says.