Report Cards

Advisors’ Report Card 2018

2018 Advisors’ Report Card main chart

August 24, 2018 IE Staff
Table: ARC 2018 - How advisors rated their firms
Advisors’ Report Card 2018

Healthy growth for advisors

August 24, 2018 James Langton
Table: ARC 2018 - The average advisor
Advisors’ Report Card 2018

Advisors confident re cybersecurity

August 24, 2018 Fiona Collie
Advisors’ Report Card 2018

CRM2 causing frustration

August 24, 2018 Leah Golob
Advisors’ Report Card 2018

Financial planning becomes critical

August 24, 2018 Anthony Burton
Advisors’ Report Card 2018

Staff is key to a strong back office

August 24, 2018 Curtis Panke
businessman sinking in heap of documents
Advisors’ Report Card 2018

Succession is more important now

August 24, 2018 Ramona Leitao
Insurance Advisors’ Report Card 2018

Slideshow: Insurance advisors keen to recommend their agencies

August 7, 2018 Fiona Collie
Business team with thumbs up
Insurance Advisors’ Report Card

Growing divide in advisors’ assessments

July 27, 2018 Fiona Collie
Insurance Advisors’ Report Card

2018 Insurance Advisors’ Report Card main chart

July 27, 2018 IE Staff
IARC 2018: How advisors rated their firms (table)
Insurance Advisors’ Report Card

Advisors focused on core business

July 27, 2018 James Langton
IARC 2018: The Average Advisor (table)
Insurance Advisors’ Report Card

Change in fortunes for three firms

July 27, 2018 Anthony Burton