Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Retirement Planning Involves More Than Total Returns
By Chris BogrenMany different variables may affect a client's definition of success.
June 15, 2026
Is the Google Search Bar Going Away?An insurance sales and marketing veteran looks at the new age.
June 11, 2026
FINNY Launches Enterprise PlatformPresident Victoria Toli said the firm went live with Mercer Global Advisors, the inaugural flagship user, in January.
June 09, 2026
Half of $5M Investors Found Their Advisor Without a Referral: SurveyOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
June 05, 2026
12 Things That Set Top-Performing Wealth Managers ApartNew research on 2,385 advisors sorts out the best practices.
June 04, 2026
Here's How Much Financial Planners Earned in 2025An annual compensation study shows that CFPs are earning more and are happy in their jobs.
June 03, 2026
Two Democrats Lead in California Insurance Commissioner PrimaryOne has focused on property insurance; the other has introduced a health broker pay bill.
June 03, 2026
Greg Lindberg, Global Bankers Founder, Gets 12-Year Prison SentenceHe also faces a $1.655 billion restitution order, a $200 million forfeiture order and more litigation.