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
Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance
Policy-makers must foster workforce participation, skills match
Rate hikes, inflation drive public debt charge up 36.8%
Desjardins' appeal rejected as insurer failed to prove fraud on life application