Bruce Shutan

As healthcare costs rise, Arthur Grutt says these loss-protection programs are gaining ground.

Those who adapt to the new environment will gain market share and maintain high profitability, says one expert.

Even as employers increasingly shift the cost of these programs on to employees through voluntary plans, workers are seeing value in them.

Doing the obvious – expressing appreciation to clients on a regular basis – may have a bigger impact than most advisers think, says Michael Sciortino

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.