Working with independent health insurance brokers can save time, money.
Conventional wisdom says yes, industry leaders say not so fast.
Technology promises to reduce millions of errors.
Talented workers will be attracted to and stay at firms that offer superior benefits
It's important for advisers to prepare themselves for retirement, rather than adopting a 'wait and see' attitude
Emotionally connected clients are more likely to make word-of-mouth referrals to their family and friends
Firms that maintain open architecture and touch points will endure and grow.
Only a small number of advisers are using these platforms.
Michael Policar carves out a niche helping clients navigate their health insurance plan options.
A survey shows many Americans admit to having little knowledge about various fixed-income securities and how to invest in them.
Kenneth Waltzer's top retirement strategy is to help his clients stay healthy.
Crisis management experts say the company is still playing catch-up and bold actions are needed.
The market is hot, but the balance could shift if too many advisers seek a buyer.
A new law helps people determine what happens to their digital assets after they die, but the law's provisions only apply if they take specific action
Three moments we shared that made Jud unique and the lessons he taught me about becoming a better businessperson.
The advice industry's future lies in matching our fees with what our clients actually value.
FIA sales took off shortly after the demise of the DOL fiduciary rule.
The Bond King calls into question the outlook for negative rates.
Joining up with an RIA consolidator allows you to spend your energy on the tasks you enjoy.
