Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Wells Fargo to Pay $35M Over Excessive Fees
By Melanie WaddellWells Fargo overcharged nearly 11,000 investment advisory accounts over $26.8 million in advisory fees, the SEC says.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.
August 24, 2023
9 New Life and Health Insurance Job Market InsightsOne takeaway from the latest Aon/Ward insurer survey results: Pay could increase by about 4%.
August 24, 2023
Prudential Sued Over MOVEit HackThe plaintiffs have proposed that the company provide 10 years of free credit monitoring.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 22, 2023
10 Best Dividend Stocks to Buy Now: MorningstarInvestors should watch out for "dividend traps," Susan Dziubinski warns.
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.