Practice management

Tailored communications recommended as focus becomes more strategic, with new investment options on the horizon.

EBA bloggers spent 2016 discussing major changes to employee benefits, including what can be done to stem costs and save adviser salaries.

Advisers who want to bring in new clients should make their homepage priority No. 1, says HealthJoy’s Rick Ramos.

Keeping up with changing regulations and growing insurance costs dominated professional concerns for advisers in 2016.

There is a disconnect between employees’ capacity to save and advisers’ willingness to address savings education, says T. Rowe Price’s Patrick Delaney.

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans.

By acquiring LinkedIn, the software giant hopes to help salespeople zoom in on their prospects.

Several big names left influential companies this year, including both Parker Conrad and David Sacks stepping down as CEO of Zenefits.

By acquiring LinkedIn, the software giant hopes to help salespeople zoom in on their prospects.

With its acquisition of LinkedIn, the software giant will attempt to transform how companies recruit talent and manage people.

The software giant seeks to improve professional productivity by integrating the LinkedIn social graph with its own Office Graph

The software giant seeks to improve professional productivity by integrating the LinkedIn social graph with its own Office Graph.

Disengaged employees and remote workers make it difficult for bosses to manage the modern workforce.

If Donald Trump is serious about helping the blue-collar workers who helped put him in the White House, how should he proceed?

John Caldarella, leader of Aon’s active exchange, sees PBEs as an ‘enabling mechanism’ for employers on the road to CDHPs.

Though extroverts are often rewarded with leadership opportunities, businesses are doing themselves a disservice by overlooking less lively personalities, who are often better listeners and more analytical.

Speakers at EBA’s 2016 conferences, including Limelight Health’s Michael Lujan, encourage consultants to expand service offerings and take advantage of new business opportunities.

Industry leaders share how employers can maximize plan potential while steering clear of common pitfalls.

Benefit Advisors Network’s Perry Braun shares three questions to consider when working on an agency revamp for the New Year.

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.