Practice and client management

Small business units can help you reduce your workload, improve your service and increase profitability.

“Find ways to generate income,” says one financial planner.

Having a solid vendor relationship is great, but your firm can do better. Here's how.

The newly combined “powerhouse” will be a rival for Marsh & McLennan, which had been the top name in that sector in terms of revenue.

We can all play a part in preparing for this and future outbreaks.

“If an organization is able to have people work from home, then obviously that's the no-brainer,” said Scott Ream, chair of the Association of Continuity Professionals.

Voluntary benefits set employers apart in the war for talent; how do brokers choose which ones to bring to their attention?

For employers, the global outbreak marks a sea change for many industries long resistant to flexible work arrangements, forcing renewed debate on WFH policies and flextime for daycare.

“We need to build health plans that incentivize employees to make better healthcare choices based on quality,” Jim Blachek, CEO of Dynamic Benefit Solutions, says.

From travel bans to working remotely, here is how firms including Wells Fargo, Edelman, RBC and others are preparing for a possible pandemic.

To convince employer clients and prospects of the merits of DPC, advisers must present it in a way that offers a solution to control the total cost of care.

Banks are so caught up in the newest technology trends that they lose sight of the need to build a talented workforce and a purpose-driven organization.

This year’s group of standout advisers represent a new generation of leaders from around the country who are tackling issues of wellness, healthcare and new benefit offerings.

Employers should outline policies about teleworking, travel and sick leave and monitor recommendations from the CDC and health officials.

Establishing protocols before you face a public health emergency can mitigate stress and panic.

Those 55 and older were more likely than younger workers to die of lingering injuries days, weeks, months or even years after a workplace incident.

Wealth management’s challenge will be innovating and adapting to technology to provide Gen Z with the convenience of a single platform that meets all its needs.

It could just be a five-to-seven year itch, but take this quiz to find out.

A succession plan is not only for retirement but in the event of premature death, serious illness or incapacity.

A new generation of Rising Stars tackles wellness, increasing healthcare costs and new benefits offerings.