Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied
For many advisors, their firm's back office and administrative support for new business leaves much to be desired
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference
The average insurance advisor is notably older and has a much larger investment component in his or her book of business
Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card. With the insurance channel going through some changes, advisors lauded the firms providing the necessities to succeed.
Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product
Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go
Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material