A wide divide in ongoing training
As MGAs excel in providing training, dedicated agencies are falling woefully behind
- By: Leah Golob
- July 23, 2015 November 9, 2019
- 23:00
Latest news in Insurance Advisors’ Report Card
Product shelf matters greatly to advisors
Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best
- By: Fiona Collie
- July 23, 2015 November 9, 2019
- 23:00
Going the extra mile
Advisors prefer direct managers whom they consider to be partners and do what's necessary to help
- By: Joy Blenman
- July 23, 2015 November 9, 2019
- 23:00
Great assistance in high demand
The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence
- By: Fiona Collie
- July 23, 2015 November 9, 2019
- 23:00
Engagement letters gaining prominence
The percentage of advisors and clients who have signed engagement letters has risen over the past year
- By: Kelsey Rolfe
- July 23, 2015 November 9, 2019
- 23:00
Falling short on technology
Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available
- By: Rudy Mezzetta
- July 23, 2015 November 9, 2019
- 23:00
A mixed bag in application processing
Advisors with Freedom 55 and GWL were livid with their application processing, while other firms do a solid job
- By: Megan Harman
- July 23, 2015 November 9, 2019
- 23:00
Insurance Advisors’ Report Card 2015 main chart
How advisors rated their firms
- By: IE Staff
- July 23, 2015 November 9, 2019
- 23:00
Advisors turn the focus to investing
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
- By: Leah Golob
- July 24, 2014 October 31, 2019
- 23:00
Shifting CMS to the cloud is a priority
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
- By: Jade Hemeon
- July 24, 2014 October 31, 2019
- 23:00
Regulatory support crucial for advisors
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
- By: Megan Harman
- July 24, 2014 October 31, 2019
- 23:00
Stocks lift agents
Insurance advisors see big growth in AUM, clients and compensation
- By: James Langton
- July 24, 2014 October 31, 2019
- 23:00
Advisors ride high; firms, not so much
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
- By: Clare O’Hara
- July 24, 2014 October 31, 2019
- 23:00
Strategic focus centres upon independence
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
- By: Jacob Boon
- July 24, 2014 October 31, 2019
- 23:00
2014 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- July 24, 2014 October 31, 2019
- 23:00
More expected in mobile technology
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology…
- By: Clare O’Hara
- July 24, 2014 October 31, 2019
- 23:00
Succession grows in importance
There's much concern among advisors that their firms are not doing enough to bring in new blood
- By: Leah Golob
- July 24, 2014 October 31, 2019
- 23:00
Electronic processing’s coming of age
The way of the future has arrived. Advisors are demanding greater capability to process applications electronically
- By: Brent Jolly
- July 25, 2013 October 31, 2019
- 23:00
Regulation takes centre stage
The insurance sector is readying itself for a new era of increased compliance
- By: Megan Harman
- July 25, 2013 October 31, 2019
- 23:00
Great displeasure with marketing support
Advisors had concerns relating to staffing and little variety or customizability in marketing materials
- By: Jeff Wimbush
- July 25, 2013 October 31, 2019
- 23:00
Many improvements in compensation
Three firms saw notable increases in their ratings, and the satisfaction gap in the category was cut almost in half
- By: Tessie Sanci
- July 25, 2013 October 31, 2019
- 23:00
Five firms see a change in fortunes
WFG, PPI Advisory and IDC WIN received improved ratings in a variety of categories while Freedom 55's and Daystar's ratings tumbled
- By: Justin Da Rosa
- July 25, 2013 October 31, 2019
- 23:00
Firms of all stripes see nice rebound
Advisors respond favourably to their firms' efforts in some key areas of importance
- By: Clare O’Hara
- July 25, 2013 October 31, 2019
- 23:00
2013 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- July 25, 2013 October 31, 2019
- 23:00
Report Card: Defining top advisors
Top 20% of advisors have four times the AUM of rest of sector
- By: James Langton
- July 25, 2013 October 31, 2019
- 23:00