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.
Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
The satisfaction of insurance advisors hinges largely on respect for their independence
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
Weaker GDP data and higher inflation have muddled the picture
Helping families plan with an RDSP gives advisors a broad topic of conversation with clients
Retail investors can now trade Bitcoin exposure more cheaply, Moody's says
Areas such as digital payments, and cryptocurrency and blockchain are increasingly making a mark