Bruce Shutan

Benefit advisers who transitioned to healthcare from the retirement space are bullish about the future of price transparency and fee disclosure.

Seeing a dire need for greater fiduciary oversight of health benefits, a growing cadre of consultants are now re-deploying their expertise from years of retirement plan advising.

Former retirement brokers share how they apply fiduciary standards to the healthcare industry in the second part of this series.

In this multi-part series, advisers share how the transition from retirement to healthcare changed their client strategies.

Trua's platform delivers continuous, automated verification of broker-dealer and RIA registrations, licenses, exam credentials and disciplinary history.

Websites, blogs and newsletters represent an opportunity to demonstrate educational expertise, while social media should reflect personality.

Most employers expect to have a greater reliance on advisers over the next five years amid growing demand for data driven-insights about the value of benefits.

Seamless integration helps advisers sell income-protection upsell and cross-sell products to better meet the financial needs of employees.

Matt Ohrt didn't know much about the dysfunctional U.S. healthcare system until immersing himself in the details changed everything.

Amid high-profile, class-action lawsuits over inflated prescription drug prices, advisers are urged to cement a fiduciary process for employer clients.

Chris Wolpert learned the power of publishing in getting across his benefits-advising message, earn street cred, and court prospective clients.

In the final installment of this series, advisers share the lessons they now apply to their healthcare and sales strategies.

Advisers with spinal issues of their own learned first hand how to improve the design and management of high-cost health plan claims.

Utilizing a cash-pay model helped several advisers find recovery from their MSK conditions.

In this multi-part series, benefit advisers share their experiences with alternatives to surgery to treat debilitating and persistent pain.

This multi-part series explores the impact of MSK conditions, and the lessons benefit advisers learned as they sought treatment themselves.

Elevating the discussion around healthcare on a major speaker platform can help move the needle on advisers' approach to managing costs.

One of the world's most prestigious speaking outlets offer advisers an opportunity to build a brand and distinguish themselves in a competitive marketplace.

Females may be holding the purse strings for $30 trillion by 2030, representing more than four times the investable assets they controlled just a decade ago.

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.