Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
FINNY Launches Enterprise Platform
By Rob BurgessPresident Victoria Toli said the firm went live with Mercer Global Advisors, the inaugural flagship user, in January.
June 04, 2026
Here's How Much Financial Planners Earned in 2025An annual compensation study shows that CFPs are earning more and are happy in their jobs.
June 03, 2026
Two Democrats Lead in California Insurance Commissioner PrimaryOne has focused on property insurance; the other has introduced a health broker pay bill.
June 03, 2026
Greg Lindberg, Global Bankers Founder, Gets 12-Year Prison SentenceHe also faces a $1.655 billion restitution order, a $200 million forfeiture order and more litigation.
May 28, 2026
Client Satisfaction Is High, but Referrals Are Low: ReportDebuting its Client Intelligence Monitor, Absolute Engagement gives the advisory industry an overall grade of B-minus.
May 28, 2026
Finance Voted Top Career Choice of University Students, GradsRespondents to a CFA Institute survey identified the field as the most stable and attractive for the long term.
May 27, 2026
The Scientific Way to Get Prospects to Like YouDazzling them with your financial expertise won't do it, longtime advisor sales coach Dan Solin tells ThinkAdvisor.
May 21, 2026
8 Ways to Become a Major Player at the Country ClubWith a little extra effort, you can become the person all the other members want to know.