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.
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
How advisors rated their firms
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…
There's much concern among advisors that their firms are not doing enough to bring in new blood
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
Insurance advisors see big growth in AUM, clients and compensation
Despite some uncertainties, recent developments have made critical illness insurance more attractive to some clients
Use real life scenarios that clients can relate to, and avoid scare tactics when selling CI insurance
Karen Cutler, VP and chief underwriter at Manulife Financial, discusses steps advisors can take to avoid disappointment when selling critical illness insurance. She addresses rated…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds