How advisors rated their agencies
Research by:
Daniel Calabretta, Maddie Johnson, Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Assets under administration reach $3.5 billion
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
Crypto firm advised against Hong Kong proceeding for class action plaintiffs
David Chilton talks social media, finfluencers and algorithms on the Canadian Advisor.cast
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