Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Advisors, Prepare to Battle for Clients and Employees
By Jane Wollman RusoffThe wealth management business is morphing from a "genteel club" to a "jungle," prognosticator Mark Hurley tells ThinkAdvisor.
December 18, 2023
With AI Exploding, Here Are 3 Ways to Boost Your HumannessThe best response to ChatGPT, Bard and other artificial intelligence tools? Be more of what they're not.
December 14, 2023
20 Books Loved by Industry ExecsCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 12, 2023
9 Reasons Older, Wealthy People Want to Make Younger FriendsFor your business, you can — and should — connect with people who are about the same age as your grandparents.
December 11, 2023
10 Questions People Ask Google About Life Insurance: 2023Riders and indexes are not on the list. Taxes are.
December 07, 2023
Best & Worst Broker-Dealers: Q3 Earnings, 2023The latest earnings included a big loss for one firm, declines for four and stronger results for six.
December 07, 2023
SEC Investor Advocate: RILAs Are Hard for Consumers to Understand"We rarely have examined a more complex retail investment product," Cristina Begoña Martin said.
December 07, 2023
12 States Where the Top 5% Earn the MostThe yearly earnings of these sought-after prospects have grown nearly 30% since 2017, a new Census release shows.