Research by:
Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
How advisors rated their agencies
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
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