Pablo Fuchs
Insurance Advisors’ Report Card 2015: Editors discuss key trends
- By: Pablo Fuchs
- July 24, 2015 November 9, 2019
- 08:40
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
Paper calls for central banks to lead preparations for looming security risk
Report warns the changes won’t offset impact of U.S. tariffs
Tariffs to take effect Aug. 1 as U.S. president cites trade gaps
Clients lost millions on futures trading that generated large commissions