Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
How insurance advisors rated their agencies’ performance
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
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
Homeowners must now consider the proposed higher capital gains inclusion rate
Incorporated professionals must consider deferral, dividends and deductions
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says
Screen scraping would be phased out over time