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
Many trusts may need to amend 2024, 2025 tax returns
Social relationship with regulator's key witness in case leads to recusal
A year after Liberation Day, global trade has proven resilient as the U.S. keeps on importing
Plus, new emerging market, target-date and tech funds, and a raft of fund changes