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
Private equity was identified as top choice of alternatives asset class
Changes come weeks after Manulife Singapore issued world's largest life insurance policy
The rebound was triggered by the end of a strike at Kaiser Permanente and improved weather across the country
Fraudster sentenced in absentia after pleading guilty