Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
RIAs See Growth Potential in Clients' Savings Accounts: Survey
By Michael S. FischerMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 17, 2024
RIAs, BDs Must Tell Clients About Data Breaches: SECA new rule amendment requires firms to notify clients within 30 days if private data has been compromised.
May 16, 2024
IPipeline Prepares for DOL Fiduciary Rule Tech BuildingThe firm is talking to its customers this week about what the new sales requirements will mean.
May 16, 2024
Lincoln Financial Gets New Individual Life & Annuities HeadBrian Kroll will succeed Matt Grove, who joined the company in 2022.
May 16, 2024
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak TechTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.
May 15, 2024
Financial Advisors Reduce Clients' Stress: SurveySoothing abilities may be as important as technical skills, Million Dollar Round Table research finds.
May 15, 2024
Former Beachbody Exec Buys Annuity.com, Plans $16M RevampEntrepreneur Brett Blake hopes to relaunch it as an annuity outreach site for agents and retirement savers.