Advisors’ satisfaction increases because firms’ efforts are more in tune with their needs
Advisors with RBC Life rated their firm much lower this year because its new payout regime will change bonus payouts
Firms have stepped up and helped advisors deal with important regulatory changes
Advisors benefit from value of capital preservation (includes chart)
Major highlights: Departure of one firm, the addition of another, and big increases — and decreases — to some firms’ ratings (includes main chart)
Success of segregated fund sales shows clients are looking for guarantees
Advisors surveyed this year report growing books of business
Interactive Web tools and ad campaigns that promote the value of advisors’ expertise get kudos
Although the impact of the recession has been somewhat muted at insurance firms, there were still a few bumps in the road for some