Practice management

The latest wave of new leaders to join and be promoted inside major brokerages and carriers.

EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.

OPTIS Partners’ mergers and acquisitions database reveals 178 reported transactions in the first three months of the year — at least 63 more than 2016.

With the right education, advisers can help companies and employees save on premiums and become more aware of how to use the healthcare system effectively.

By opening up clinics to non-clients and offering CPR training to the broader community, these firms are engaging their employees and cementing new relationships.

For now, Affordable Care Act reporting requirements remain in place and it’s the adviser’s duty to keep employers on task.

For more engaged and satisfied workers, avoid cumbersome technology and over-reliance on email communication, says ADP’s Aldor Delp.

EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.

Advisers should be prepared to explain what they have to gain from the client relationship, no matter how federal regulation ultimately unfolds.

Allen Nieves works to offer clear-cut advice for small businesses.

EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.

There are many steps advisers should take to help employees identify their financial goals and save accordingly.

Feeling dissatisfied with the insurance industry, EBA Rising Star Colleen Blum connected with a broker who recognized her tenacity.

EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.

Growing a business by 120% in a year requires unique individuals to take on the responsibilities in a fast-paced broker environment, says Kevin Hennessey.

Changing business models, the ACA and rising costs have put strain on consultants, but Joshua Rubich sees a new way of conducting business.

For more engaged and satisfied workers, avoid cumbersome technology and over-reliance on email communication, says ADP’s Aldor H. Delp.

She was promoted four times by the time she was 27 years old and Lauren Fabbri doesn’t plan to slow down anytime soon.

Craft Hayes looks to help small business adopt HSAs and new technology.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.