Managers make a difference
Advisors expect their branch managers to be supportive, knowledgeable and resourceful leaders who can be relied upon
- By: Clare O’Hara
- August 21, 2014 October 31, 2019
- 23:00
Latest news in Report Cards
A mixed bag in ongoing training
Financial advisors across all channels of the financial services sector look to their firms to provide the necessary training to keep advisors’ knowledge and skills…
- By: Leah Golob
- August 21, 2014 October 31, 2019
- 23:00
Advisors connect with new tech
Support for mobile technology and for using social media rose in importance - and it's the younger advisors driving this trend
- By: Fiona Collie
- August 21, 2014 October 31, 2019
- 23:00
Rewards matter little to advisors
Not only is recognition a poor substitute for better pay, many advisors say, but it's just the top advisors who are rewarded
- By: Leah Golob
- August 21, 2014 October 31, 2019
- 23:00
Advisors ponder their succession
As the glut of baby-boomer advisors continues to get older, succession programs are becoming more and more important
- By: Aaron Broverman
- August 21, 2014 October 31, 2019
- 23:00
Editors discuss 2014 Insurance Advisors’ Report Card highlights
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.
- By: Pablo Fuchs
- July 25, 2014 October 31, 2019
- 12:15
Succession grows in importance
There's much concern among advisors that their firms are not doing enough to bring in new blood
- By: Leah Golob
- July 24, 2014 October 31, 2019
- 23:00
Advisors turn the focus to investing
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
- By: Leah Golob
- July 24, 2014 October 31, 2019
- 23:00
Shifting CMS to the cloud is a priority
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
- By: Jade Hemeon
- July 24, 2014 October 31, 2019
- 23:00
Regulatory support crucial for advisors
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
- By: Megan Harman
- July 24, 2014 October 31, 2019
- 23:00
Stocks lift agents
Insurance advisors see big growth in AUM, clients and compensation
- By: James Langton
- July 24, 2014 October 31, 2019
- 23:00
Advisors ride high; firms, not so much
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
- By: Clare O’Hara
- July 24, 2014 October 31, 2019
- 23:00
Strategic focus centres upon independence
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
- By: Jacob Boon
- July 24, 2014 October 31, 2019
- 23:00
2014 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- July 24, 2014 October 31, 2019
- 23:00
More expected in mobile technology
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…
- By: Clare O’Hara
- July 24, 2014 October 31, 2019
- 23:00
Firms rebound in a big way
Advisors at all the banks and credit unions in the survey are happier. Many firms garnered major ratings increases
- By: Clare O’Hara
- June 19, 2014 October 31, 2019
- 23:00
Advisors laud their branch managers
Many advisors say their branch managers fulfil a critical role in providing leadership, mentorship and ongoing support
- By: Leah Golob
- June 19, 2014 October 31, 2019
- 23:00
Firms stand out for providing balance
Flexible work hours, collegial work environments and support for charity-related initiatives please advisors
- By: Fiona Collie
- June 19, 2014 October 31, 2019
- 23:00
Firms getting it right with ongoing training
All firms saw their ratings in this category rise after most increased their digital offerings
- By: Clare O’Hara
- June 19, 2014 October 31, 2019
- 23:00
2014 Report Card on Banks & CUs main chart
How advisors rated their firms
- By: IE Staff
- June 19, 2014 October 31, 2019
- 23:00
The fight to keep assets
Advisors ramp up client rosters to stem their losses in AUM
- By: James Langton
- June 19, 2014 October 31, 2019
- 23:00
Variety in product shelf commended
Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors
- By: Jacob Boon
- June 19, 2014 October 31, 2019
- 23:00
Marketing support not up to snuff
For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat
- By: Leah Golob
- June 19, 2014 October 31, 2019
- 23:00
Better mix needed in compensation
Advisors want to be recognized and appreciated for their work, but it must be balanced with strong, competitive pay
- By: Rudy Mezzetta
- June 19, 2014 October 31, 2019
- 23:00
The making of the 2014 Dealers’ Report Card: Editors discuss methodology
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, explain the research and interview approaches used to put together the 2014 Dealers’ Report…
- By: Pablo Fuchs
- May 27, 2014 October 31, 2019
- 09:05