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How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16
technological developments

Some advisors reported challenges when MGAs were intermediaries and required to coordinate with large insurers

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

extended family walking on beach

Physical beauty translates into higher earnings across generations, according to NBER paper

The annual Report Card research series has been running for more than 30 years, helping advisors confidentially share their industry experiences

How advisors across the financial industry rated their channels, based on average firm results

  • By: IE Staff
  • October 16, 2023 October 13, 2023
  • 00:55

Methodology for the 2023 Report Card series research

  • By: Katie Keir
  • October 16, 2023 October 13, 2023
  • 00:51
A see through piggy bank with money coins

Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel

Methodology for the 2023 Report Card on Banks

  • By: IE Staff
  • September 18, 2023 September 15, 2023
  • 00:07
Advisor tracking stocks

The CFA Institute outlined trends for the next decade, including product personalization and active management