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2014 Insurance Advisors’ Report Card

  • Editors discuss 2014 Insurance Advisors’ Report Card highlights
  • More expected in mobile technology
  • 2014 Insurance Advisors’ Report Card main chart
  • Stocks lift agents
  • Regulatory support crucial for advisors
  • Shifting CMS to the cloud is a priority
  • Advisors turn the focus to investing
  • Succession grows in importance
  • Strategic focus centres upon independence
  • Advisors ride high; firms, not so much
2014 Insurance Advisors’ Report Card

2014 Insurance Advisors’ Report Card main chart

How advisors rated their firms

July 24, 2014
2014 Insurance Main Chart

IE Staff

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Related

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  • How dealer advisors, firms are addressing business and tech challenges
  • Dealers’ Report Card highlights

Research by:
Jacob Boon, Alexandra Bosanac and Leah Golob

Research editors:
Pablo Fuchs and Clare O’Hara

© 2014 Investment Executive. All rights reserved.

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  • Editors discuss 2014 Insurance Advisors’ Report Card highlights

  • Stocks lift agents

  • Regulatory support crucial for advisors

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