Practice and client management

Seamless integration helps advisers sell income-protection upsell and cross-sell products to better meet the financial needs of employees.

Matt Ohrt didn't know much about the dysfunctional U.S. healthcare system until immersing himself in the details changed everything.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Amid high-profile, class-action lawsuits over inflated prescription drug prices, advisers are urged to cement a fiduciary process for employer clients.

Two behavioral researchers from Duke University explain the business benefits that come from fostering human connection among employees.

Chris Wolpert learned the power of publishing in getting across his benefits-advising message, earn street cred, and court prospective clients.

In the final installment of this series, advisers share the lessons they now apply to their healthcare and sales strategies.

Advisers with spinal issues of their own learned first hand how to improve the design and management of high-cost health plan claims.

Wage growth for job-hoppers is on the decline, but that might be a good thing for long-term retirement savings.