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
More than 300 new products landed in 2025 — a new record
Canadian cannabis companies surged on reports that Washington will ease federal restrictions on the drug
Never mind the elevated price-to-earnings ratios, a case is being made for a cap-ex powered stock market boom in 2026