The Latest

Sue Wakamoto-Lee has been an insurance broker and benefits consultant for more than 25 years. She is now a senior benefits adviser at Zenefits.

Arthur Jonokuchi is founding partner and CEO of AdminaHealth, which offers a self-funding platform that enables companies to work with as many vendors as they want – medical, Rx, dental, vision, wellness and other voluntary benefits — without increasing the administrative burden on the HR team. For more information, contact Arthur at a.jonokuchi@adminahealth.com, 203-973-7520 or visit www.adminahealth.com.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

Modifying popular claiming strategies opens up new client opportunities.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.

Quantum Advisors, which picks Indian stocks for Norway’s $860 billion wealth fund, says investors should stay away from index investing in Asia’s fourth-biggest market.

About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.

Scott Moritz is a reporter with Bloomberg.

Jim Maher is founder and CEO of Archford Capital Strategies in St Louis, Mo. He is also an educational training attorney and a CPA.