Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Gen Xers Are Freaking Out About Money
By John StevensonAdvisors can do something about that.
February 13, 2026
Ameriprise Sweetens Advisor Recruiting OffersCompetition with independent broker-dealers for advisors is still strong, but more measured, he said.
February 12, 2026
AI Will Make Human Advisors Strong, Morgan Stanley Exec SaysJed Finn dismissed fears that the new systems will crowd out people.
February 09, 2026
American College Set to Distribute RSSA Social Security DesignationsCreated by the National Association of Registered Social Security Analysts, the credential reflects training in helping clients claim benefits.
February 09, 2026
9 One-Liners to Help You Turn Prospects to ClientsThese short "scripts" help ensure you and your prospects are on the same page.
February 05, 2026
FMG Acquires Testimonial iQTestimonial iQ is an online reputation management platform for the wealth management industry.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.
February 03, 2026
FSI Wants These Advisor Rules Modernized in 2026Two big priorities: Off-channel communications and an updated accredited investor definition.