Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Ric Edelman to Head New Financial Planning School
By Melanie WaddellEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
April 02, 2026
The Pros and Cons of 20 Prospecting StrategiesTechnology changes, but the question remains the same: How can financial advisors find new clients?
April 01, 2026
7 Reasons for Investors to Use a Local AdvisorClients and prospects could buy their annuities through a mobile phone, but most have other ideas.
March 30, 2026
AI Assistant for Financial Advisors Moves Into Life InsuranceZocks can help with client intake forms, and with assessing producers.
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 25, 2026
The 4 Retirement Risks Clients Actually Worry AboutSavings goals and product features are not what keep most people awake at night.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 19, 2026
Cyber Risk Is A Wealth-Preservation IssueHaving a high net worth provides no defense whatsoever against hacking.