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
Chinese government stimulus expected to contribute further inflationary pressure
Updated tax forms to be available Jan. 31, CRA says
GST break will run Dec. 14 to Feb. 15; cheques will go out in the spring
The insurer is off-loading lower-return assets