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
This follows the dismissal of the fund's chair, chief financial officer, chief investment officer and chief pension officer
Plus, a slew of product launches, mergers and more
Index-ready IPOs represent an opportunity for portfolio managers
Investors will be able to vote on the proposed changes at a Toronto meeting March 25