From strip clubs to massages: When clients are sexually inappropriate
It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.
Practice and client management
It pays to take RMDs early in the year
Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.
Benefits Think Want more enduring client relationships? Try offering a more strategic set of services
No matter how competent, advisers who limit their services to benefits planning are more vulnerable to competition.
HR needs to ‘step up its game’ to drive digital transformation
New Hackett study looks at the challenges and opportunities facing organizations — and the important role that human resource professionals play.
Principal launches adviser website to boost succession planning among business owners
The financial group wants to partner with retirement counselors to offer employee stock ownership plans.
Benefits Think Predicting the future of HR tech
AI, gamification and mobile will become indispensable tools for human resources directors.
Alex Tolbert
BerniePortal
Principal launches adviser website to boost succession planning among business owners
The financial group wants to partner with retirement counselors to offer employee stock ownership plans.
Merit Financial Group partners with two retirement planning firms
Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.
Benefits Think Climbing the pyramid of client relationships
The most successful benefit advisers move beyond routine service offerings and position themselves as trusted business consultants.
Jack Kwicien
Daymark Advisors
Merit Financial Group partners with two retirement planning firms
Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.
Pairing retirement with health benefits for a one-two punch
Rising Star Josh Sailar is primarily an investment adviser. But he’s not shy about bringing healthcare into the discussion with his small employer clients.
Lessons learned from the ‘move fast and break things’ culture
From harassment lawsuits to regulation compliance, cutting edge companies are overlooking policies critical to empowering and enhancing their workforce and company ethos.
Job openings in U.S. rose to record in January, above forecast
U.S. job openings rebounded to the highest on record in January, reflecting a solid job market at the start of the year, Labor Department data showed Friday.
How young advisers are getting to ‘yes’
To demonstrate their credibility to older potential clients, youthful brokers lean on mentors and beards.
Benefits Think You signed a consent decree. So now what?
Most employers, having more experience with private lawsuits than agency lawsuits, have the mindset that once a check is written and a settlement agreement is signed, the case is over.
Krista M. Cabrera
Foley & Lardner LLP
Jobless claims in U.S. decline for third time in four weeks
U.S. filings for unemployment benefits fell for the third time in four weeks and remain near the lowest level in 48 years.
BenefitMall entices advisers with new payroll service quoting tool
To encourage brokers to offer its full suite of offerings, the provider of employee benefits and payroll services has upgraded its Client Ready Quote System.
People analytics: What the tech can, and can’t, do
The technology can give an organization new insights into its workforce, says Boston Global’s Giovanni Everduin, but the tools have limits.
People analytics: What the tech can, and can’t, do
The technology can give an organization new insights into its workforce, says Boston Global’s Giovanni Everduin, but the tools have limits.
How three young advisers are bucking the benefits establishment
To break through 'good ol’ boy syndrome,' the next generation of benefit counselors are asking prospects questions they rarely hear from their incumbent brokers.
