Continue in 2 seconds

Second Take

The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks (seated right in photo with former CEO Parker Conrad) in charge, says HR Technology Advisors’ Joe Markland.

Sign Up for Newsletters

Views

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

The Latest

Resources