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An IPS is a key part of the fiduciary compliance process and should clearly state roles and responsibilities.

Older Americans would be subject to an "age tax" under the Senate legislation designed to revamp the Affordable Care Act, says an expert with the AARP.

Severance agreements are ripe with potential tax planning challenges and opportunities. Before drafting that next agreement, beware the following three traps.

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

Is there a way to overcome the challenge of explaining benefits to employees who often find the subject matter dull, overwhelming and difficult to understand?

With a patchwork of laws mapping across the country, remaining compliant in compensation practices is becoming even more challenging.

Brokers are killing their businesses by not discussing with employers what their work is actually worth and restructuring their payment system accordingly, says Q4intellligence’s Kevin Trokey.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming Social Security crisis, says expert.

As the talent war heats up, workers are demanding perks that help improve their quality of life. And organizations are finally taking note.

Politicizing of the discussion from both sides of the aisle stands in the way of addressing the country’s chief problem of rising costs, says Hodges-Mace’s Eric Helman.