Client acquisition

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.

“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.

The brokerage's acquisition of Employee Benefit Concepts is just latest of the firm's reported mergers this year.

Small- and medium-sized companies will have access to the software platform’s database of benefit advisers.

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.”

A new class of advisers brings fresh perspectives on healthcare savings and benefits.

Independent Davids are winning accounts by using strategies and techniques they call NextGen benefits. Here’s how it works.

Brokers considering relinquishing their companies might find the holidays the perfect time to partner with advisers and get input from friends and family.

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.

By designing packages to improve our broken healthcare system, innovative benefits consultants can help clients save thousands of dollars.

It’s a whole new benefits game as advisers come up with creative solution to help their clients self-insure.

Million Dollar Round Table leaders share simple methods for taking sales of insurance and financial services to the next level.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

Industry observers say a strong economy and potential benefits from the Tax Cut and Jobs Act will continue to impact deals in 2018.

With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.