Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What Makes Financial Planners Successful: Survey
By Michael S. FischerThe College for Financial Planning asked graduates about their motivations and their biggest challenges.
May 07, 2026
Goodbye to CorebridgeCEOs there and at Equitable are wrestling with what their pending merger would really mean.
May 07, 2026
How Tax Planning Can Help Advisors Turn Prospects to ClientsShowing potential clients how to reduce their lifetime tax liability sets you apart, Dave Alison says.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.
April 30, 2026
Jump Adds to Leadership Team, Announces New CollaborationOver the past few months, the AI-powered operating system has expanded its focus beyond note-taking.
April 30, 2026
A Lack of Financial Literacy Is Just One of Americans' ProblemsAnother is the tendency for some people to just sit there and worry.
April 28, 2026
Consumers Question Whether Annuity Issuers Will Pay Promised Benefits: StudyThe economsts think sales might double if consumers trusted the products.
April 24, 2026
How Advisors Make Video ManageableAround half of advisors create video, and most say it helps boost AUM, Idea Decanter finds.