Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Best & Worst Broker-Dealers: Q1 Earnings, 2024
By Janet LevauxSeven large firms reported improved earnings in the first quarter, while profits dropped at four.
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.
May 16, 2024
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak TechTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.
May 15, 2024
Financial Advisors Reduce Clients' Stress: SurveySoothing abilities may be as important as technical skills, Million Dollar Round Table research finds.
May 15, 2024
Former Beachbody Exec Buys Annuity.com, Plans $16M RevampEntrepreneur Brett Blake hopes to relaunch it as an annuity outreach site for agents and retirement savers.
May 13, 2024
10 Steps Toward Making a LinkedIn Connection a Real-Life RelationshipSometimes, you want to do more than exchange messages.