The Latest

As Director of Benefits Technology at ebenefit, Mengert is responsible for establishing and maintaining the strategic broker partnerships the company has nationwide.

Here are the best quotes we heard and the most interesting statistics we saw at the annual Bank Insurance & Securities Association conference.

"The number of quality buyers has grown significantly," Jon Beatty, SVP, sales and relationship management for Charles Schwab Advisor Services.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Sue Schade is a nationally recognized health IT leader and a founding advisor at Next Wave Health Advisors providing consulting, coaching and interim management services. Schade is currently serving as the interim Chief Information Officer at University Hospitals Health System (UHHS) in Cleveland, Ohio.

Although an arbitration panel sided against the wirehouse, it awarded her far less than the $476 million in damages she had sought.

Olsen is a former associate editor of Employee Benefit Adviser.