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
Firm repaid almost $600,000 to client for losses, DSC fees, tax, lost gains
However, initial figures for May point to a 1.1% slide: Statistics Canada
Mutual fund sales turn positive, ETF sales rise, AUM climbs too
Analyst traded on confidential info ahead of public disclosure