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.
Legacy insurance agencies have relied on their strengths while adding new tools for advisors
Managing general agencies have compressed half a decade's worth of change into a few months
Dissecting the overall results reveals some unexpected findings, however
Advisors continue to stress the importance of back-office technology
A private member's bill has beaten the odds, and the clock, in passing
Regulators are granting relief from certain CFR requirements to allow DSC sales until a ban takes effect
The client was repaid, but the funds used to repay the client came from a mysterious source
A judge has given PwC 60 days to sort out funds' finances before appointing lawyers to represent investors