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
Aging client base, different registered accounts are changing how advisors see RRSP season
Fees, ease of access are key considerations for investors when selecting an ETF
$10M capital gains exemption for sellers set to expire at end of this year
Economists had expected a 0.4% increase