Practice management

Firms look to leverage each other’s strengths, grow with focus on technology, voluntary and retirement benefits.

Firm is winning customers by providing employers with more service and technology than once-a-year touchpoints.

Ranking shows high marks across gender and demographic groups, but true equality is still elusive.

The company is working with employers to combat rising healthcare costs while developing better treatments.

Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.

From CSR payments to HRA funding, proposed reform’s impact on employees may be truly disruptive to advisers by changing focus from insurance sales to financial planning.

Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.

The latest hires and promotions inside advisory firms and other companies across the nation.

The company’s recently released applicant-tracking system is helping Brad’s Deals and other employers find, place workers.

This is the ‘make or break’ period for brokers to retain and attract clients for the coming year.

Typical RFPs focus on capabilities, but not the company’s processes and people.

The latest hires and promotions inside advisory firms and other companies across the nation.

The IBM Insurance Platform aims to disrupt the small-group market through cognitive computing, improved data analytics, enhanced security and more.

The company’s recently released applicant-tracking system is helping Brad’s Deals and other employers find, place workers.

Finding young talent in the advising field can be difficult, as evidenced by the growing median age of advisers, but family firms are enlisting children and grandchildren as eventual successors.

Typical RFPs focus on capabilities, but not the company’s processes and people.

Preferred Partner Program and Broker Advisory Council deliver customized tools and reduced rates while providing opportunity for plan feedback.

Like-minded brokers are banding together, finding joy in helping would-be competitors get a win for their clients, says adviser Rachel Miner.

As base health plans become more generic, having unique and tailored products will become a key differentiator for recruitment and retention.

Cutting work-at-home ability can be a short-sighted option in candidate-driven job market.