Home In Depth Report Cards 2014 Insurance Advisors’ Report Card

2014 Insurance Advisors’ Report Card

What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2014 issue of Investment Executive newspaper.

July 25, 2014

Editors discuss 2014 Insurance Advisors’ Report Card highlights

Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.

  • July 25, 2014 December 15, 2017
  • 12:15

Advisors ride high; firms, not so much

Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms

  • July 24, 2014 January 20, 2018
  • 23:00

Strategic focus centres upon independence

Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm

  • July 24, 2014 July 24, 2014
  • 23:00

2014 Insurance Advisors’ Report Card main chart

How advisors rated their firms

  • July 24, 2014 January 20, 2018
  • 23:00

More expected in mobile technology

Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology because of the increasing role it plays in their individual practices. “We are in a mobile world,” says an advisor in Ontario with Waterloo, Ont.-based Sun Life Financial (Canada) Inc. […]

  • July 24, 2014 July 24, 2014
  • 23:00

Succession grows in importance

There's much concern among advisors that their firms are not doing enough to bring in new blood

  • July 24, 2014 July 24, 2014
  • 23:00

Advisors turn the focus to investing

More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say

  • July 24, 2014 July 24, 2014
  • 23:00

Shifting CMS to the cloud is a priority

Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile

  • July 24, 2014 July 24, 2014
  • 23:00

Regulatory support crucial for advisors

Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own

  • July 24, 2014 January 20, 2018
  • 23:00

Stocks lift agents

Insurance advisors see big growth in AUM, clients and compensation

  • July 24, 2014 January 20, 2018
  • 23:00