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
The permanent ban follows a jail term and restitution order
Canada's debt issuance has shifted to T-bills and long-term bonds
A proposal in the fall economic statement aims to provide a simplified claim process