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.
Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
The satisfaction of insurance advisors hinges largely on respect for their independence
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
Consider the strategy now before the rate rises on July 1
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
Russell Investments Canada releases its seventh annual Value of an Advisor study
Experts at the Morningstar Investment Conference discussed strategies for anxious retirees