Advisor strategies

Giving up control to let someone else figure out what to do next is not the right move, says columnist Nelson Griswold.

Are employees substituting professional diagnoses for quicker and cheaper results at the risk of their health?

The season is a great time to catch up on the latest thinking and best practices. Here are the editors’ must-read picks.

Advisers and plan sponsors must follow a diligent routine to avoid losing the farm, says columnist John Ludwig, who shares 3 mid-year duties to consider.

Perhaps stymied by industry terminology, many employers are still reluctant to adopt such platforms, Liazon survey finds.

What advisers can do on their own and where they need carrier assistance, according to Global IQX’s Michael J. de Waal.

Key decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage.

Shopping for technology is one of the most important decisions an employer can make in this age of mobile apps and online benefit platforms.

Some brokers are more tuned in to clients’ plans than others, but all would benefit from a comprehensive understanding of DI, says The Standard’s Brian Kost.

Market segmentation, such as specializing in the education field, can be a prosperous business decision for advisers, says columnist Jack Kwicien.