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
Unique provision aims to balance interests, provide greater certainty
GoSmart targets newer investors, excludes mutual funds, GICs, bonds, options
Regulators flag retail investor issues, market structure, resilience for 2026