Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
How insurance advisors rated their agencies’ performance
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
Implement these five steps to better serve affluent clients
Stronger growth, tight labour market, and rise in inflation clinched the decision to raise key interest rate
The backlash to ESG investing fails to find traction with investors, Morningstar reports