Petursson is the firm's first chief investment strategist
However, IFIC's annual survey reveals that a lower proportion of investors felt their advisor's advice was worth the fees
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Clients' concerns range from broad social and fiscal spending to potential tax changes
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
Methodology for the Insurance Advisors' Report Card
An Evolve survey suggests advisors are positive on ETFs as a whole, with thematic funds topping the list
CWB and Meridian will continue to offer outside products
The SRO has elected to maintain more prescriptive guidance around KYC reviews
One weak area was application processing for prospective mortgage brokers and insurance agents