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
Taxpayer penalized for overcontribution after relying on My Account information
Other industry veterans and groups are also shifting firms
Also in this tech roundup: Equisoft partners with Life Design Analysis
Risky firms, crypto platforms add to compliance division's workload