Practice management

Many brokers say they never lost a client to Namely or similar companies — what they don’t know is how many prospects they lost to these firms.

Confusion around healthcare gives advisers the chance to step up and serve, those in the industry say.

Looking to improve efficiency, industry is hopeful business-minded President-elect will quickly revise summary plan description standards.

Such an adjustment will make it easier for all stakeholders to do business going forward, says SE2’s Mary Anne Durall.

Looking to improve efficiency, industry is hopeful business-minded President-elect will quickly revise summary plan description standards.

These three questions, The Standard’s Jeffery Smith says, will help prevent DI buyer’s remorse.

It sounds counter-productive, but too many brokers hang on to bad business to the detriment of their firm.

Centenarian Woodrow Cross of Maine’s Cross Insurance shares lessons learned over 60-plus years in the industry.

The channel for reaching customers and prospects is only growing in strength, with a $38 to $1 ROI.

Start the year out right with smart, aggressive goals that will motivate your team and transform your business.

After the Senate voted to pull funding for the Affordable Care Act, industry experts await signs of a specific plan to take Obamacare’s place.

There are three reasons the sale of a life policy to a third-party investor can be a good option, says Ovid’s Peter Colis.

It is in the best interest of every company to help workers experience success, says CFP Mark Singer.

Rob Lieblein, chief development officer of the now 7th largest employee benefit firm in the nation, shares company growth plans.

Trump Administration expected to ease proposal’s regulatory burdens.

Those who resolve to stay focused on what they do best, says Ron Goldstein, will be in good standing for years to come.

From tech firm CEOs to brokers and HR professionals, these industry innovators will help shape the coming year as trends emerge and a new administration takes office.

Decision-support tool acquires wellness provider as employers look for all-in-one technology solutions.

Trump Administration expected to ease proposal’s regulatory burdens.

Decision-support tool acquires wellness provider as employers look for all-in-one technology solutions.