Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
IRS, Treasury Aim to Snag Tax Cheats With Proposal
By Allyson Versprille | Erin SloweyThe proposed rules would require platforms to report customers' capital gains and losses on crypto trading.
August 25, 2023
Wells Fargo to Pay $35M Over Excessive FeesWells Fargo overcharged nearly 11,000 investment advisory accounts over $26.8 million in advisory fees, the SEC says.
August 24, 2023
Bankers Life and CNO Raise $407K for Alzheimer's AssociationAgents and employees have seen what dementia does, CNO's Scott Goldberg says.
August 24, 2023
NAIFA to Join With Life Happens and the Society of Financial Service ProfessionalsThe three organizations will keep their separate brands intact, according to the groups' leaders.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.
August 24, 2023
Prudential Sued Over MOVEit HackThe plaintiffs have proposed that the company provide 10 years of free credit monitoring.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 21, 2023
Schwab to Lay Off Staff, Close Offices to Save $500M a YearThe news comes less than two weeks before its final integration efforts with TD Ameritrade are set to take place.