IE Staff
Research by:
Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
Insurance Advisors’ Report Card 2016 main chart
Research by:
Megan Marrelli, Beatrice Paez and Kat Shermack
Research editors:
Fiona Collie and Pablo Fuchs
© 2016 Investment Executive. All rights reserved.
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
Boost from military investment won’t offset broader economic decline, analysts say
Rebound led by clothing, restaurants and online sales
U.S. president confirms he raised idea with House Republicans but later walks back potential move