Banco Popular de Puerto Rico

Separate brokers from their fee dependence and watch the smart ones evolve into consultative advisers, urges consultant Nelson Griswold.

Promises to repeal Obamacare are proving to be more complicated then they sounded on the campaign trail. With those realities setting in, Peter Orszag, President Obama’s director of the Office of Management and Budget, explores what happens next.

Laden with challenges such as a lack of preventative programs, school districts need extra help with disability programs, says Standard’s Brian Kost.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

Advisers could get more clarity thanks to a temporary enforcement policy for the new Fiduciary Rule.

In the sedentary office environment, companies must find ways to motivate workers to be more active, including walking meetings, team sports and health workshops.

Adviser Mark Gaunya acknowledges a ‘sad truth’ from his recent visit to Capitol Hill — legislators aren’t interested in making insurance costs more transparent.

Employers must tweak their benefit signup procedures, including by using mobile, to ensure employees get what they are paying for, according to adviser Greg Hodges.

As the chances of getting audited by the IRS or Department of Labor become greater, more fiduciaries are realizing that carefully thought-out plan politics are the best defense.

No matter the reason for a decision to downsize, there are a number of factors to consider during the implementation process, says attorney Felicia O'Connor.