Pablo Fuchs, senior editor at Investment Executive, and Clare O'Hara, staff writer, discuss key themes from the 2013 Insurance Advisors’ Report Card. Trends this year…
There are clear signs that insurance firms and their advisors are open to the business-building potential of this emerging technology
The way of the future has arrived. Advisors are demanding greater capability to process applications electronically
The insurance sector is readying itself for a new era of increased compliance
Advisors had concerns relating to staffing and little variety or customizability in marketing materials
Three firms saw notable increases in their ratings, and the satisfaction gap in the category was cut almost in half
WFG, PPI Advisory and IDC WIN received improved ratings in a variety of categories while Freedom 55's and Daystar's ratings tumbled
Advisors respond favourably to their firms' efforts in some key areas of importance
How advisors rated their firms
Top 20% of advisors have four times the AUM of rest of sector
The way you approach work can be just as important as the effort
Demonstrate the risk, and find ways of keeping premiums down to help clients plan for care
Errors are inevitable. Learning from them is key
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