Tech

The three-year-old brokerage’s former head of business development Meg Murphy shares lessons with her fellow advisers.

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term employer needs.

One key point on the journey toward success is to avoid operational HR leaders and track down prospects’ CFOs first, says columnist Nelson Griswold.

The consulting firm’s new unit brings HR professionals a suite of digitized platforms to help manage and engage workers.

Independent ben admin platform spun off by Aon focuses on health, wealth, consumer experience, technology and more to draw in mid-market clients.

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.

As technology advances and becomes more day to day in the workplace, employers can utilize these tips to help get workers in the game.

There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.

A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.