Banco Popular de Puerto Rico

The CARES Act will play a critical role, according to Grant Thornton.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

The holidays will arrive at the peak of the coronavirus epidemic. Here’s how to ensure that your firm engages in best practices while still retaining some holiday cheer.

Our panel of experts have identified these 12 credits, deductions and more as worth particular attention this year.

The U.S. ranks 19th out of 150 countries when it comes to global retirement security, a recent report found. How responsible is the government for our retirement situation and should they be tasked with improving it? EBA readers weigh in on this and other topics from this week.

Adoption benefits can be offered as part of a comprehensive benefits package and are gaining in popularity. This year, 56% of employers reported offering a financial adoption benefit, an Aon Hewitt survey found. Here are the top adoption-friendly health care and insurance industry employers in the U.S., according to the Dave Thomas Foundation for Adoption.

The more competitive a health insurance marketplace is, the more diverse options an adviser has to offer clients — and the more room there is for negotiations with carriers. EBA, in partnership with business intelligence data analytics firm miEdge, reveals in ascending order the most competitive states based on carrier diversity.

The competitiveness of a health insurance marketplace has a direct impact on an adviser's job — affecting everything from the type and amount of plans he or she can offer clients to the adviser's ability to negotiate effectively. EBA, in partnership with business intelligence data analytics firm miEdge, reveals in descending order the least competitive states based on carrier domination.

It’s never too late for a broker to add another selling tool to their arsenal, and handwritten thank you notes can help increase the number of appointments, which can lead to more sales. Here’s what EBA readers had to say on this tactic, as well as other reactions to this week’s news.

Large and small brokerages show some key differences in technology use and spending plans, according to EBA’s second annual technology survey, but most all are holding steady on tech investments.