Top 10 technologies used by advisers

Brokerages of all sizes share what types of software they are most likely to use, how they are spending their technology dollars and what their goals are for technology investment in the coming year.

Small brokerages, those with less than 100 employees, report using these forms of technology the most.

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.

Benefits Think Moving to a top-down diagnostic of program value

A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.

August 26

Donovan Pyle

Health Compass Consulting

Diversity and equality

Fewer women are being promoted to the top ranks, often lacking critical leadership support

The responsibility of bridging the career gap will fall predominantly on upper management and their support efforts.

By Paola Peralta

Associate Editor

Employee Benefit News

August 20

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.