The insurance industry is in a period of transition, and insurance advisors appreciate that the dedicated sales agencies and managing general agencies through which they work are able to provide the support needed to steer through those changes and to take advisors’ businesses to new heights.
July 29, 2016Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card. With the insurance channel going through some changes, advisors lauded the firms providing the necessities to succeed.
Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product
Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go
Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material
Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the office
Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises
RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased
The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed
How advisors rated their firms
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…