Research by:
James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
Determining how long the client was going to hold the asset is an important factor in the decision
The changes are expected to come in a separate piece of legislation
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
Undergrad's intimidation changed to interest with Women in Asset Management program