Client communications

To get your prospects’ attention, you need a highly visible presence that speaks to their needs.

The regulator's proposal is set to remake compliance standards for brokers and advisors.

The regulator's proposal is set to remake compliance standards for brokers and advisors.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

No matter how competent, advisers who limit their services to benefits planning are more vulnerable to competition.

Paycor examines six pillars to benchmark, including people management and employee experience, to improve industry practices.

EBA Rising Star in Advising Mark Fox went from being broker services rep at Aflac to small brokerage owner to his current position at a larger firm all before age 30.

Paycor examines six pillars to benchmark, including people management and employee experience, to improve industry practices.

For a business-to-business organization like a benefit advisory firm, a core function of growing the brand is to support sales efforts.

Advisers who rely on the Best Interest Contract Exemption need to comply with the three Impartial Conduct Standards, otherwise they fall under non-exempt prohibited transactions.

EBA Rising Star in Advising finalist Braden Monaco seeks to offer the total concierge package as his primary tool to drive growth for his firm and success for his clients.

Two success stories demonstrate the benefits for advisers who developing a specific client market and succession blueprint.

With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.

Brokers clinging to ways of doing business in the past, such as insurance spreadsheeting, are headed toward a quick retirement.

Key factors that make for a strong agency valuation include a demonstrated history of growth, diversification of clients and a consulting-focused business model.

Moving a client to an online platform has the potential to triple a broker’s profits while also expanding an employer’s benefit options.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.