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
Legal filings included citations that were made up by AI
Don’t think about care costs as a single number — plan for ranges that evolve over time
Sales rose in 8 of 9 subsectors Statistics Canada tracks
Dealers, advisors brace for July 1 implementation deadline