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
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
The S&P/TSX composite index climbed 244.33 points to 32,000.10
Rating agency sees an array of risks lurking under a placid surface
The increase is part of an effort to beef up anti-money laundering measures