Advisors reap bounty of strong markets: Includes chart
Captive insurance advisors have had strong growth, yet independents are ahead on absolute AUM
- By: James Langton
- August 4, 2006 October 27, 2019
- 11:45
Latest news in Insurance Advisors’ Report Card
The scientific approach to risk profiling
Australia’s FinaMetrica has developed software that focuses on personal experience, attitudes, behaviour
- By: Dwarka Lakhan
- August 4, 2006 October 27, 2019
- 11:45
Two battles won in war against Alzheimer disease
New breakthroughs in research come as demographics indicate rising numbers will be afflicted by this degenerative illness
- By: Laura Pratt
- August 4, 2006 October 27, 2019
- 11:45
Out of pajamas, into the volunteer workforce
Clients who have retired may find volunteer work satisfies their needs to contribute, stay connected and keep active
- By: Rosemary McCracken
- August 4, 2006 October 27, 2019
- 11:45
Advisor heeds call to the military
RBC Dominion Securities’ Martin Anderson served a tour of duty in Kabul
- By: David Estock
- August 4, 2006 October 27, 2019
- 11:45
Co-operation prevails in insurance industry review
Industry and regulators more conciliatory now that concerns about wrongdoing have been put to rest
- By: Stewart Lewis
- August 4, 2006 October 27, 2019
- 11:45
Dividend tax cut may end owner-manager “bonusing”
But this would also depend on whether a province harmonizes its tax treatment of Canadian corporate dividends with that of Ottawa
- By: Stewart Lewis
- August 4, 2006 October 27, 2019
- 11:45
More days, fewer dollars
Many people are living longer in retirement than they — or their financial advisors — ever dreamed. New planning strategies are needed to minimize the…
- By: Jade Hemeon
- August 4, 2006 October 27, 2019
- 11:45
Low-value clients provide new opportunities
With high-value clients switched to fee-based arrangements, it’s time for this advisor to look at the needs of the rest
- By: George Hartman
- August 4, 2006 October 27, 2019
- 11:45
Focus on recruiting and retaining talent: Includes chart
But with the average age of advisors increasing, there are calls for more young blood in the industry
- By: Emina Gamulin
- August 4, 2006 October 27, 2019
- 11:45
Firms’ advertising campaigns not up to par: Includes chart
But expectations differ between advisors at MGAs and at traditional insurance firms
- By: Nicole Grondin
- August 4, 2006 October 27, 2019
- 11:45
Ethics, freedom and stability remain of utmost importance
But Web sites, freedom to move firms and purchase financing, as it relates to succession planning, are considered the least important
- By: Dalva Potestio
- August 4, 2006 October 27, 2019
- 11:45
How to know when to say goodbye
It may be difficult to end a client relationship, but sometimes everyone can benefit
- By: Dan Richards
- August 4, 2006 October 27, 2019
- 11:33
Firms find there’s more than one road to success: Includes chart
Although they follow different models, World Financial Group, State Farm and PPI ranked at the top in 2006
- By: Cynthia Innes
- August 4, 2006 October 27, 2019
- 11:23
Strong shift to wealth management continues: Includes main chart
Yet many insurance advisors report they are unhappy with the corporate push to make money by selling mutual funds
- By: Maureen Halushak
- August 4, 2006 October 27, 2019
- 11:12
Stability or stagnation?
Smooth sailing for insurance advisors
- By: James Langton
- August 5, 2005 October 27, 2019
- 10:43
An insurance distributor’s ideal advisor: Includes chart
Firms prize perseverance and ability to build relationships with clients in their advisors
- By: Maureen Halushak
- August 3, 2005 October 27, 2019
- 15:19
Advisors give mediocre marks for training: Includes chart
But insurers sing the praises of their ongoing education programs
- By: Catherine Harris
- August 3, 2005 October 27, 2019
- 15:13
Mobility? What mobility?: Includes chart
Most advisors say their clients are bound by agreements to dealerships
- By: Lara Hertel
- August 3, 2005 October 27, 2019
- 15:08
Help wanted — but only certain people need apply: Includes chart
Previous work experience and a customer focus are high on the list of qualifications insurers are looking for in advisors
- By: Rudy Mezzetta
- August 3, 2005 October 27, 2019
- 14:12
Equinox makes a small variable go a long way: Includes chart
“The best contract in the business” keeps Manulife-owned company in first place for compensation
- By: Gavin Adamson
- August 3, 2005 October 27, 2019
- 13:56
Winners strike a balance between freedom and support: Includes main chart
One model has been perfected by 2005 grand champ, Equinox Financial Group, but there are other roads to success
- By: Maureen Halushak
- August 3, 2005 October 27, 2019
- 13:43
Survey provides clues to “average agent”
Agents, independents going through many changes
- By: James Langton
- August 6, 2004 October 27, 2019
- 12:22
Captive, exclusive or independent?
The distinctions in the distribution channels are no longer clear as career forces adopt features of the independent channel
- By: Kate Betts-Wilmott
- August 6, 2004 October 27, 2019
- 12:13