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

  • February 12, 2024 February 9, 2024
  • 00:14

Some areas, such as tax and estate planning, showed room for improvement

  • February 12, 2024 February 9, 2024
  • 00:12

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

  • October 16, 2023 October 13, 2023
  • 00:50

While brokerage firms’ digital tools and flexibility earned praise, technology generally garnered mixed reviews

  • October 16, 2023 October 13, 2023
  • 00:13

With the vast majority of advisors focused on planning, firms must continue investing in that area

  • October 16, 2023 October 16, 2023
  • 00:08

The Big Six are falling short of retail planners’ salary expectations

  • September 18, 2023 September 18, 2023
  • 00:04

Digital tools are important to advisors, but often fall short in performance

  • August 28, 2023 August 24, 2023
  • 00:08

Advisors need more support to retain mass-affluent clients with growing wealth

  • August 30, 2021 August 26, 2021
  • 00:15

Even the most independent advisors appreciated hearing from their dealerships over the past year

  • June 14, 2021 June 14, 2021
  • 00:05

Firms’ ratings varied widely as some struggled to adopt e-signatures

  • May 17, 2021 October 13, 2021
  • 00:05