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
Accountant allegedly found assets used to lure investors to schemes
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
Mutual fund, ETF AUM rose for the seventh consecutive month