Home Insurance Advisors' Report Card

Keyword: Insurance Advisors’ Report Card

150 results found
Miniature of business men observing maze risk concept

Legacy insurance agencies have relied on their strengths while adding new tools for advisors

  • By: Katie Keir
  • September 21, 2020 September 28, 2020
  • 00:09
data connections

Using data from Investment Executive's Brokerage Report Card, we looked at the differences between advisors who use ETFs and those who don't

  • By: IE Staff
  • September 21, 2020 September 18, 2020
  • 00:08
Portrait of smiling woman in office with tablet

Managing general agencies have compressed half a decade's worth of change into a few months

  • By: Fiona Collie
  • September 21, 2020 September 18, 2020
  • 00:07
Relative calm for insurance advisors

Dissecting the overall results reveals some unexpected findings, however

  • By: Katie Keir
  • September 20, 2019 October 31, 2019
  • 00:16

Advisors continue to stress the importance of back-office technology

  • By: Surina Nath
  • September 20, 2019 October 31, 2019
  • 00:15
2019 Insurance Advisors' Report Card

How advisors rated their agencies

Overhead view of young business men shaking hands

The segment's veteran advisors are still driving business activity

Insurance businessman parachute

There was criticism across all firm types this year

usiness team in a meeting looking at a sheet of paper

Compliance requirements are growing for insurance advisors

  • By: Leah Golob
  • September 20, 2019 October 31, 2019
  • 00:11
Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

To help advisors in the holistic space, agencies must continue to invest in support