How investment advisors rated their firms’ support offerings and tools
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
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
Methodology for the 2023 Report Card series research
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
The CFA Institute outlined trends for the next decade, including product personalization and active management