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First Look

Financial firms Charles Schwab and Transamerica introduce user-friendly technologies that can ease employee retirement planning.

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4 ways brokers can improve their marketing

Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.
Beverly Beattie

Beverly Beattie

CEO
Selden Beattie Benefit Advisors, Inc.

A look at what Zenefits’ new management team brings to the table

The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks in charge, says HR Technology Advisors’ Joe Markland.

How FinTech is revolutionizing the retirement space

Technology offers simplicity, transparency, mobility and portability, and advisers should embrace it, says Chad Parks.
Chad Parks

Chad Parks

CEO
Ubiquity Retirement + Savings

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