Banco Popular de Puerto Rico

Commentary: There are a few major culprits behind the challenges women face, and advisers must be mindful of the best ways to address them.

Commentary: With so much uncertainty, your clients need your expert advice and counsel now more than ever before. They need a trusted adviser, and you can fulfill that role, says columnist Jack Kwicien.

Commentary: Whether we call ourselves consultants, relationship managers, advisers, producers or anything else that tends to disguise our objective, we’re salespeople.

Commentary: Most large employers screen applicants for substance abuse and randomly screen existing employees — testing that’s cost-prohibitive for most small businesses.

Commentary: Hundreds asked adviser Eric Silverman for the secret to his prospect-winning thank you note. Now, he shares the formula to his success.

Commentary: Employers who move most effectively to address stress and improve their employees' resiliency will find themselves at a competitive advantage in employee recruitment, retention and market performance.

Commentary: Female leaders have the unique challenge of cultivating perception to avoid the typical stereotypes, walking a tight rope between the bitchy tyrant and the obliging child, says ACI Specialty Benefits’ Erin Krehbiel.

Commentary: Although the assistance is appreciated, are advisers truly capturing the potential opportunity by outsourcing this process, asks Arthur J. Gallagher & Co.’s Andy Torelli.

Commentary: He’ll tell you his efforts were imperfect. And he didn’t get to everything. But what one adviser did do — his commitment to action, to implementation — produced 55% growth in 24 months.

Right now, the barrier of entry is too high for exchanges, say UBA CEO and EBA Contributor Thom Mangan. What are the multiple hurdles that advisers need to be aware of before offering these solutions to clients?