Advisors continue to stress the importance of back-office technology
How advisors rated their agencies
The segment's veteran advisors are still driving business activity
There was criticism across all firm types this year
Compliance requirements are growing for insurance advisors
To help advisors in the holistic space, agencies must continue to invest in support
Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year
The ratings for the five MGAs in the survey were very strong, whereas those for the dedicated sales agencies and the sole PPGA were less favourable
How advisors rated their firms
Although average AUM and productivity declined, advisors' attention to life insurance has increased