How insurance advisors rated their agencies’ performance
Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
Click the image below to download a PDF of the chart.
Assets under administration reach $3.5 billion
Firms that responded to advisors' concerns and helped them solve problems were rated highest
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
Airline stocks lost altitude while defence, Big Tech stocks rose
Court rejects theory that investor disclosure is required for share transfers
Group warns that surge of ETF share class launches in the U.S. could threaten Canada's industry
Platform used investors' money to finance operations, fund withdrawals