Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
How insurance advisors rated their agencies’ performance
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
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
The Canadian dollar traded for 72.60 cents US, up slightly from Wednesday
The institute will work with Business Future Pathways on the guidelines