Seeking stability, Cetera embraces 401(k)s
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.
Client acquisition
Compensation, culture are key considerations for brokers looking to buy
“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.
USI plans organic growth with third reported acquisition
The brokerage's acquisition of Employee Benefit Concepts is just latest of the firm's reported mergers this year.
BerniePortal rolls out searchable benefit broker network
Small- and medium-sized companies will have access to the software platform’s database of benefit advisers.
How tech, AI can help cut healthcare costs
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.”
Benefits Think A look inside the next generation of brokers
A new class of advisers brings fresh perspectives on healthcare savings and benefits.
Walden Siew
Arizent
Benefits Think Here’s how brokers can beat Goliath
Independent Davids are winning accounts by using strategies and techniques they call NextGen benefits. Here’s how it works.
Benefits Think Holiday shopping: How advisers might approach selling a business
Brokers considering relinquishing their companies might find the holidays the perfect time to partner with advisers and get input from friends and family.
Jack Kwicien
Daymark Advisors
Benefits Think Which excuse is breaking down client prospecting?
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.
Wendy Keneipp
Q4intelligence
Benefits Think How benefit advisers can bring their A-game
By designing packages to improve our broken healthcare system, innovative benefits consultants can help clients save thousands of dollars.
Dave Chase
Health Rosetta
Editor’s Letter: Enticing benefits strategies
It’s a whole new benefits game as advisers come up with creative solution to help their clients self-insure.
Benefit advisers urged to leverage power of personal touch
Million Dollar Round Table leaders share simple methods for taking sales of insurance and financial services to the next level.
With its 500th brokerage purchase, HUB International eyes firms in Canada
The employee benefit insurer continues to look for firms that offer talent and regional opportunity.
Conduent sells HR consulting business
The business service provider will focus on providing a range of business services that are built on leading technology platforms.
Conduent sells HR consulting business
The business service provider will focus on providing a range of business services that are built on leading technology platforms.
Robust agency M&A activity reported for Q1
At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.
From strip clubs to massages: When clients are sexually inappropriate
It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.
What is driving strong M&A activity in the benefit brokerage market?
Industry observers say a strong economy and potential benefits from the Tax Cut and Jobs Act will continue to impact deals in 2018.
Benefits Think Advising’s talent acquisition problem
With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.
Bob Gearhart, Jr.
DCW Group
Benefit pros on the move: New hires inside Hodges-Mace, SS Nebsitt, ASH and other leading firms
The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.