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Tuesday December 27, 2022
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Advisors’ books continued to expand
Advisors’ Report Card
Advisors’ books continued to expand
Report Cards show financial advisors headed into the market volatility with a buffer
October 11, 2022
Insurance agencies sharpen their focus on financial planning
Insurance Advisors’ Report Card
Insurance agencies sharpen their focus on financial planning
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
September 19, 2022
Client-focused reforms more nuisance than challenge
Advisors’ Report Card
Client-focused reforms more nuisance than challenge
Despite creating additional work for advisors, the new rules aren't affecting business processes significantly
October 11, 2022
Proportion of top-paid insurance advisors surges
Insurance Advisors’ Report Card
Proportion of top-paid insurance advisors surges
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
September 19, 2022
Advisors’ Report Card
Advisors still lagging in ESG adoption
October 11, 2022
Insurance Advisors’ Report Card
Back-office services still miss the mark
IDC WIN was rated highest in all three back-office categories
September 19, 2022
Advisors’ Report Card
Advisors' Report Card 2022 main chart
October 11, 2022
Insurance Advisors’ Report Card
Insurance Advisors’ Report Card 2022 main chart
September 19, 2022
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