10 star advisers under age 35 | Employee Benefit News

Im trying to understand what a company needs, what theyve lacked. People who sell insurance just worry about insurance, but we had a meeting this morning [with one client] about what employees are complaining about we didnt talk about insurance until the end, says the Morgantown, W.Va.-based adviser.

The [brokers] left standing will be more complex than what we see today. They will be the ones that truly incorporated technology into their solutions and they will play a significant role in helping clients understand and meet their compliance requirements. Gone will be the advisers and brokers that only talk to their clients once a year, says the Woburn, Mass.-based adviser on the future of the business.

The absence conversation advisers can’t afford to outsource

Advisers who treat absence as a strategic discipline, not a vendor handoff, will have a stronger story to tell and a more valuable role to play.

By Kevin Curran

Founding Partner

Salt Margin, a Baldwin Risk Partner

August 31

Financial expert advising a service firm client on credit line benefits for operational growth with the focus on the advisor and blurred business.

Retirement planning

Bill targets $10M+ retirement accounts with new distribution rules

Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.

By Zoe Sagalow

Reporter

July 24

Retirement

PEPs are a major opportunity for smaller advisers

Despite tepid interest, small businesses — and their advisers — stand to benefit from adding pooled employer plans.

By Bruce Shutan

Contributing writer

July 7

Benefits Think Auditing the adviser business model in a fiduciary era

If we expect the C-suite to take on the personal liability associated with a fiduciary charter, then we must provide them with a conflict-free partnership.

June 22

Donovan Pyle

Health Compass Consulting

Retirement

The next gen: Retirement advisers adjust to changing client options, circumstances

Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.