IE Staff
Research by:
James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Click the image below to download a PDF of the chart.
Insurance Advisors’ Report Card 2021 main chart
Research by:
James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
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
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
Courts awards plaintiffs' costs, criticizes effort to force foreign arbitration
From perennial opportunities to new developments, here are tax highlights for the new year
Move sparks backlash, support for Fed independence
Risk of retail investor harm from poor controls, disclosure, review finds