6 tips for a successful morning routine for the independent broker
May 20, 2014 8:59 AM






Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.
Artificial intelligence isn't an algorithmic takeover but an essential wealth management tool.

With the capability to make proactive suggestions and reduce administrative tasks, technology can have a positive impact on the benefits process.
A sense of purpose, friendly competition and updated technology help to make meetings more effective.
The U.S. agreed to exempt U.K. pharmaceutical products from tariffs.
Benefit leaders should be focusing on the populations with the greatest health and wellness needs to curb costs.