The five firms that did best in the category had no qualms about investing in technology tools
Although there are some terrific upsides to working at a regional dealer, there are also some downsides
Advisors cite distance as a major reason why their firms’ training programs are lacklustre
But expectations differ between advisors at MGAs and at traditional insurance firms
Although some say they eagerly await the opportunity, others say they’re not qualified to sell these products
Any dissatisfaction at Meridian appears to be an aftereffect of 2005 merger that created the firm
Brokerages with branches across Canada face challenges in making advisors feel part of their corporate community