Insights for Industry Professionals

Independent advisors usually consider platforms, technology and investment solutions when comparing firms. However, another important factor often goes unnoticed: a firm’s ownership structure.

Many financial professionals reach a point in their careers where growth is no longer about adding more products – it’s about intentional focus.

As a broker, your value is rooted in insight, relationships, strategy and growth. Yet too often, time that should be spent advising clients or identifying…

Dental care and coverage costs are no longer just rising — they’re becoming more volatile, less predictable, and increasingly driven by plan design decisions. From…

As the dental insurance landscape evolves, we expect a flurry of legislative activity in 2026 around dental MLR — minimum loss ratio for dental plans.…

The dental market is entering 2026 in a state of transformation. Market trends point to elevated utilization after several years of deferred care, margins across…

The IRS recently announced the Cost-of-Living Adjustment (COLA) with the defined contribution plan annual additions limit increasing from $70,000 to $72,000. The COLA percentage increased…

Beneficiary IRA RMD rules established in 2025 by the SECURE Act have fundamentally transformed how Americans manage inherited retirement accounts. The regulations implemented earlier this…