Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
DOL: If You Were an Independent Contractor, You Probably Still Are
By Allison BellAgents may, or may not, have to spend heavily or be legally separate to be independent.
January 04, 2024
AMC Theatres Hopes to Keep Two MOVEit Cyberattack Cases Out of BostonThe outcome could affect how courts handle financial services data-breach victims who are subject to arbitration agreements.
January 04, 2024
12 Ways to Get Noticed by Your Ideal ProspectMany approaches have little or no cost other than the investment of time. It can be worth it.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
January 03, 2024
12 Top States for Millionaire HouseholdsPlenty of people in these states have enough net worth to keep a financial professional busy.
December 29, 2023
What Bermuda's New Rules Really Mean, and 9 Other Burning QuestionsPlanning for the unexpected could help life insurance and annuity market players better navigate 2024.
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.