How advisors rated their firms
Top 20% of advisors have four times the AUM of rest of sector
The way of the future has arrived. Advisors are demanding greater capability to process applications electronically
The insurance sector is readying itself for a new era of increased compliance
Advisors say MGAs perform better than dedicated sales agencies in sharing information and being receptive to advisor feedback
Advisors with dedicated sales agencies are not as happy as their independent counterparts
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
How advisors rated their firms