Practice and client management

Advisers say the health insurance market could stay hardened in 2027 and beyond amid greater involvement in benefit design strategies from executive teams.

Running a successful team means understanding their needs, work habits and communication styles.

Benefit advisers unpack their latest client experiences helping employers respond to a hardening group health insurance market and employee education challenges.

Handing off clients to an e-filing expert can help reduce administrative strain while allowing HR and benefits teams to focus on employee support and plan strategy.

Some 80% of respondents said they expect estate planning to be integrated into financial wellness offerings.

Sidecar Health's approach removes barriers associated with provider network restrictions, prior authorization, formularies and step care.

As RTO mandates expand, flexibility alone isn't enough — but removing it could push talent out the door.

Alternatives to costly standalone long-term care insurance include hybrid life policies with an LTC rider, extended premium payment periods and annuities.

Gina Downs does the blocking and tackling for retired athletes and their families when it comes to accessing medical and behavioral healthcare.

The Validation Institute has put its stamp of approval on a dozen benefit advisers with a fee-based model that avoids conflicts of interest.

At the upcoming You Powered Symposium, vendors compete for $50,000 and investment in their benefit solution.

Savvy brokers are building scalable, strategic momentum with coordinated, high-performing blocks that feature the right employers.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found.

Nearly half of brokers say their clients are actively requesting insights on AI tools, but most lack the infrastructure to adopt them.

Cally Ideus's nonprofit aims to bring an alternative treatment that helped her recover after military tours of duty into the medical mainstream.

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.

Better benefits, training and a supportive work environment can manage employees and reduce turnover.

With about 7 million additional Americans expected to sign up for HSAs, these vehicles can help finance costly GLP-1s.

As many as 70% of Americans don't have a will, trust, health or funeral directive as the nation gears up for its largest wealth transfer ever.