Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
More than half are forecasting a boost in global growth
Review examines post-crisis response in securitization markets, signals CLO concerns
Trump has ordered a study into alleged unfair trade practices by April 1, but says tariffs could come on Feb. 1
Report reveals firm's top ESG trends for investors in 2025