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The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.
November 8 -
“As the acquirer you want to pay as little as possible. If you’re looking to sell your business you need to be more informed as a seller,” says one expert.
July 5 -
The brokerage's acquisition of Employee Benefit Concepts is just latest of the firm's reported mergers this year.
June 19 -
Small- and medium-sized companies will have access to the software platform’s database of benefit advisers.
May 31 -
There’s a big “gap in strategy — or the lack thereof,” says Curtis Cannon of Axis Recovery. “A lot of brokers have a bolt-on mindset.”
February 26 -
A new class of advisers brings fresh perspectives on healthcare savings and benefits.
February 8Arizent -
Independent Davids are winning accounts by using strategies and techniques they call NextGen benefits. Here’s how it works.
January 16NextGen Benefits Mastermind Partnership -
Brokers considering relinquishing their companies might find the holidays the perfect time to partner with advisers and get input from friends and family.
October 18Daymark Advisors -
Agency owners have tried-and-true excuses for not finding and closing deals. Here’s how to face the hard truth that the need to get back to basics.
August 16Q4intelligence -
By designing packages to improve our broken healthcare system, innovative benefits consultants can help clients save thousands of dollars.
July 10Health Rosetta