IE’s 2019 Insurance Advisors’ Report Card paints a relatively tranquil picture of the insurance space — although there were some unexpected findings
September 19, 2019
IE’s 2019 Insurance Advisors’ Report Card paints a relatively tranquil picture of the insurance space — although there were some unexpected findings
September 19, 2019Dissecting the overall results reveals some unexpected findings, however
Advisors continue to stress the importance of back-office technology
How advisors rated their agencies
The segment's veteran advisors are still driving business activity
There was criticism across all firm types this year
Compliance requirements are growing for insurance advisors
To help advisors in the holistic space, agencies must continue to invest in support
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…