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
SRO says high risk, high volume trades, insufficient notes should have raised red flags
"I think about Darin a lot," says Preet Banerjee on the Canadian Advisor.cast. "He had a very big impact on me."
Investors sift through "ugly" jobs report in Canada, U.S. economic data
"Very bad" jobs report pushes unemployment rate to 6.7%