Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Not All Advisor Credentials Are Created Equal: IWI
By John ManganaroSean Walters, the nonprofit's CEO, noted that only a handful are vetted and certified by recognized third parties.
May 22, 2024
RIAs See Growth Potential in Clients' Savings Accounts: SurveyMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
May 22, 2024
Best & Worst Broker-Dealers: Q1 Earnings, 2024Seven large firms reported improved earnings in the first quarter, while profits dropped at four.
May 20, 2024
9 Useful Phrases for Making Your Point to ClientsSometimes the right words can help your clients see where you're coming from.
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 17, 2024
RIAs, BDs Must Tell Clients About Data Breaches: SECA new rule amendment requires firms to notify clients within 30 days if private data has been compromised.
May 16, 2024
IPipeline Prepares for DOL Fiduciary Rule Tech BuildingThe firm is talking to its customers this week about what the new sales requirements will mean.
May 16, 2024
Lincoln Financial Gets New Individual Life & Annuities HeadBrian Kroll will succeed Matt Grove, who joined the company in 2022.