Client strategies

Because next year will be too late.

To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.

Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.

The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.

The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.

Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.

A New England adviser integrates group, voluntary and individual products to ensure workers have control of their own healthcare throughout their lives.

How New England’s CGI Business Solutions became a one-stop benefits shop.

HR and benefits consulting firm Findley Davies strengthens company-wide commitment to continued business development and excellent client service with a strategic rebrand.

It is widely anticipated that the March 15 ruling will soon take effect, restoring the DOL’s 1975 regulation defining fiduciary investment advice to plan and IRA investors.

HR departments need to think about how they can meet their human capital management needs.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

How brokers and technologists should be advising clients about their human capital management needs.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

Advisers paid on commission often have conflicting interests. Performance-based pay resolves them in the clients’ favor.