Bruce Shutan

User-friendly websites and technologies in use by firms such as Charles Schwab and Transamerica are easing retirement planning.

Linking health and wealth at the workplace, the platform accelerates the need for brokers to provide employers with a holistic strategy.

User-friendly websites and technologies in use by firms such as Transamerica and Charles Schwab are easing retirement planning.

In the three years since private health insurance exchanges have reshaped the landscape for managing active employee populations, attention has shifted from enrollment numbers to changes in employee behavior.

Attention has shifted from improving enrollment numbers to changing employee behavior on these fast-growing delivery systems.

Given the growing regulatory climate, some brokerages are finding it makes financial sense to employ their own lawyers.

Health and wellness initiatives present a golden opportunity for advisers to strengthen local bonds and develop new business connections.

Trends in employee benefits and HR outsourcing bode well for brokers and advisers who are poised to guide their clients through increasingly complicated healthcare and compliance challenges, according to new industry research.

A new strategic alliance in the employee benefit space between a top consultant and specialty provider spotlights the convergence of healthcare cost-containment strategies and talent management involving a highly specific workforce demographic.

A highly competitive brokerage landscape has leading firms teaming up to enhance resources.