Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Survey flags advisor shift to financial planning
By Warren S. HerschMore than 40 percent of advisors plan to offer comprehensive financial planning to their clients in 2016.
April 17, 2014
FINRA to mull beefing up broker background checksThe FINRA board will consider an amendment to its supervision rule on April 24.
April 17, 2014
Simple sales conversation tipFormulating questions and listening to the answers are essential for sales success. But you cant do both at the same time, so plan out your questions ahead of time.
April 16, 2014
Venezuela: Chavez Successor Fails Economy, Lashes Out at NeighborsMaduros tactics force investors, businesses to reconsider involvement in country.
April 16, 2014
Reasons to be bullish about the United StatesWhile some economic indicators raise concerns, many key fundamentals of the US economy counter this gloomy outlook.
April 16, 2014
Millennials going ‘old school’ with finance managementThis generation of beard and bicycle aficionados are as disciplined with their money as their grandparents.
April 16, 2014
Derivatives clearinghouse rules softened in win for banksIn a victory for banks, global financial regulators revised rules governing how much money must be set aside to cover losses by swaps traders.
April 16, 2014
Matt Levine: Target of naked short sellers is confusedThe more a company complains about naked short sellers driving down its stock price, the more worried you should be.