Practice management

Agent inundated in 2016 flood tells those affected by Harvey not to lose hope.

As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.

The firm has shifted to a year-round experience, with future product enhancements to focus on personalization and mobile capabilities.

Participants don’t need a million choices to save successfully for retirement.

Advisers must weigh the pros and cons and ask themselves: How badly do I want this?

HR software firm Paycor executive Dan Mayton shares why advisers must take advantage of strategic vendor relations to utilize data that will enhance employee communications and maintain business.

Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.

The brokerage has shifted to a year-round experience, with future product enhancements to focus on personalization and mobile capabilities.

Employers need to carefully consider the legal and privacy impact of implementing these programs.

CBG Benefits’ Jeanne Nicholson has successfully identified the needs of the biotech and pharma industries in New England by bringing them together under her HR BioTech Connect organization.

Jamie Greenleaf has devoted 29 years to the retirement market, continually driven by the idea that all hardworking individuals deserve to leave the workforce comfortably.

To understand what makes employees tick, employers should enhance leadership communication and establish skip-level meetings, among other strategies.

Advance planning optimizes results and turns any event into a productive business opportunity for a brokerage.