DOL Gave the Gift of Time. Use It Wisely
What would you do if you knew exactly when an earthquake would change life the way you know it?
What if an Employer Had a Disappointing HSA Program?
Sometimes, bad benefits experiences happen to good clients. Here's a strategy for handling that.
What the Senate Health Care Bill Would Change
The author says the Better Care draft would keep most of the architecture of the ACA intact.
How to Avoid Failure to Supervise
“Supervision” is one of those compliance buzzwords that gets tossed around like its meaning is obvious. I submit to you that it is not.
Pharmacy Benefit Managers Have Changed
The author says PBMs have to show that they're really saving money and improving outcomes.
Move Generic Drugs Faster
The authors make the case for the CREATES Act bill.
Should You Outsource Your Investment Management?
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
Board to Death: Is the CFP Board’s New Fiduciary Standard Really Better Than No Standard at All?
Back in 2008, the CFP Board announced that it was revising its professional standards to include a requirement that CFPs act as fiduciaries for their clients.
Socially Responsible Investing Starts With the Bottom Line
As mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
Pershing’s New Advisor Tech Experience
AI, chatbots and facial recognition are all on deck in Pershing’s revamped NetX360 workstation.