Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card are dissatisfied with their insurance agencies’ efforts in many critical categories, resulting in lower ratings across the board. The message to firms is clear: they need to do more to support their advisors.
August 15, 2017The average insurance advisor is notably older and has a much larger investment component in his or her book of business
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…