11 reasons advisers are thankful for their job

From working in a caring industry to helping those in need to taking health reform in stride, brokers and industry insiders share what makes them happy to work in the benefits field this holiday season.

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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

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