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.
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
Liberal government more likely to focus on AMT, capital gains in Budget 2023
Other industry moves this week include a new head for the FP Canada Institute
Like Ontario and Saskatchewan, the province will regulate "financial advisor" and "financial planner"
Budget items include an expanded Guaranteed Annual Income System and a promise to review tax system