How insurance advisors rated their agencies’ performance
Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
Click the image below to download a PDF of the chart.
Firms that responded to advisors' concerns and helped them solve problems were rated highest
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
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
Report reveals firm's top ESG trends for investors in 2025
Trudeau has said 'everything is on the table' if Trump imposes tariffs on Canada
Hester Peirce to lead agency's effort to bring more certainty to crypto sector
Nearly half of respondents believe the economy is in decline