Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
How insurance advisors rated their agencies’ performance
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
Just $126.4B of $900B total impact is tied to new funding
44% of respondents felt negative about their investments, up from 32% in 2024
Plus, Kelso & Co. closes Wellington-Altus deal, MNP expands and BGO's student housing buy