Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
UBS, Morgan Stanley lead wealth managers with record $2 trillion
By Mark BentleyUBS Group AG and Morgan Stanley increased the assets they manage for the worlds wealthiest people to more than $2 trillion for the first time, according to a study.
July 07, 2015
Asset managers increase sales efforts to RIAsWhen RIAs were surveyed to gauge their expectations of asset managers and their sales teams, researchers discovered some useful facts.
July 07, 2015
The changing insurance climate for brokersHow a new approach could help brokers make up lost earnings.
July 07, 2015
5 social media rules for time-strapped small businessesIf you engage in social media marketing smartly, it will be the most cost-effective marketing tool you can have.
July 07, 2015
Friday afternoon scam cost hedge fund $1.2M and CFO’s jobFirms often see cyber security as a technical issue and dont recognize the risk of employees being targeted, said a new report that called cyber crime a growing threat to financial stability.
July 07, 2015
Are your prospects wearing ‘blinders’?Technology has changed the way we shop. Take a lesson from the gum makers so your bubble doesnt burst.
July 06, 2015
FINRA cracks down on overcharges to 401(k) plansThree titans of the broker world will pay a combined $30 million in restitution after the firms failed to waive fees on mutual funds.
July 06, 2015
Pension funding ratios improve as liabilities dropA drop in liabilities has improved pension funding ratios for the second quarter of 2015.