Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Prudential Sued Over MOVEit Hack
By Allison BellThe plaintiffs have proposed that the company provide 10 years of free credit monitoring.
August 21, 2023
Schwab to Lay Off Staff, Close Offices to Save $500M a YearThe news comes less than two weeks before its final integration efforts with TD Ameritrade are set to take place.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
6 Ways to Make a Friend a ProspectThe first rule is to avoid asking your friend to be your prospect.
August 21, 2023
10 Success Secrets of Top AdvisorsA new LPL study says the top 10% of advisors use these business-building strategies to be successful.
August 21, 2023
Technology Can Help Your Clients Start Planning for RetirementOne thing the new tools can do is illustrate strategies for coping with volatility.
August 21, 2023
SEC Brings First Marketing Rule Action; Firm to Pay $1MTitan Global Capital Management's violations included the misleading use of hypothetical performance metrics in ads, the SEC said.