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.
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
IDC WIN was rated highest in all three back-office categories
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
SRO proposes doubling maximum fines, toughening suspensions
Regulators to boost fee transparency, explore enhanced retail access
Qualified investments review could lead to lower costs for investors but also restrictions