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
Use these tips to talk TFSAs, RRSPs and FHSAs in the new year
Adjudicator rejects $213M claim against Bridging flagship fund
Rising geopolitical risk threatens to undermine rules-based economic system
Investors see jobs data as boosting chance of rate cuts