Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
FSI Wants These Advisor Rules Modernized in 2026
By Melanie WaddellTwo big priorities: Off-channel communications and an updated accredited investor definition.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 26, 2026
Kitces.com Collabs With New Planner CollectiveThe organizations say they will work together to bridge the gap between academic preparation and real-world practice.
January 21, 2026
CFP Board Names New CEOK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 20, 2026
Cassidy Named Head of SEC Exam DivisionThe agency veteran has been acting director since May 2024.
January 15, 2026
More Gen X Consumers Are ScaredThey are all at least 50, and a new Allianz Life survey report shows they're more nest-egg aware.
January 15, 2026
AmeriLife Taps Todd Buchanan to Lead Wealth DistributionThe former World Financial Group president will oversee relationships with 44,000 agents and advisors.