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First Look

Many marketplaces were created with assumptions that didn’t always take client needs and desires into account, says ADP’s Will Giaconia.

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HIPAA audits target business associates

The new wave of HHS-run desk audits plan to focus on financial organizations and are expected to cover breach notification and the security rule’s risk analysis and risk management requirements, says attorney Becky Williams.

Why wellness isn’t working

There are two foundational pieces that are often missing from plans, says adviser Andy Torelli.

Sharpening sales management skills

In this business and political climate, advisers need to be optimally adaptive, flexible and prepared, says columnist Jack Kwicien.