Supportive staff leads to back-office success
Advisors were most satisfied with the firms that had knowledgeable staff who provided comprehensive support
- By: Ashley Spegel
- August 6, 2009 October 27, 2019
- 11:32
Latest news in Insurance Advisors’ Report Card
High payouts are key to advisor satisfaction (includes chart)
There is a correlation between firms’ ratings and their advisors’ percentage of first-year commissions
- By: Matt LaForge
- August 6, 2009 October 27, 2019
- 11:32
Clients head to safety (includes chart)
Success of segregated fund sales shows clients are looking for guarantees
- By: Olivia Glauberzon
- August 6, 2009 October 27, 2019
- 11:32
Insurance agents outperform (includes chart)
Advisors surveyed this year report growing books of business
- By: James Langton
- August 6, 2009 October 27, 2019
- 11:32
Solid compensation takes on many forms: Includes charts
Advisors who rate their firms’ compensation structures highly cite different reasons for their satisfaction
- By: Neil Acharya
- July 28, 2008 October 27, 2019
- 14:23
MGAs earn accolades from their advisors: Includes main chart
And despite dedicated sales agents’ happiness with their companies’ brand names, their sentiments were more mixed
- By: Clare O’Hara
- July 28, 2008 October 27, 2019
- 12:13
MGAs deliver big time in their ongoing training: Includes chart
Ability to offer practical training for insurance agents at various levels is the main reason for advisor satisfaction
- By: Neil Acharya
- July 28, 2008 October 27, 2019
- 12:13
Advisors demand more seg funds with GMWBs: Includes chart
And sales of living-benefits policies rise as clients become more aware of their availability
- By: Aaron Broverman
- July 28, 2008 October 27, 2019
- 12:13
Application processing takes centre stage
Although carriers have yet to standardize application systems, some firms are stepping up their internal processes
- By: Vera Ovanin
- July 28, 2008 October 27, 2019
- 12:13
Insurers place focus on improvements: Includes chart
The aging population’s planning needs have led firms to improve the support services advisors offer clients
- By: Vera Ovanin
- July 28, 2008 October 27, 2019
- 12:13
Advisors pay more attention to succession planning
The firms that provide full-fledged, structured succession programs or solid support earn the praise of their advisors
- By: Aaron Broverman
- July 28, 2008 October 27, 2019
- 12:13
Insurance agents sitting pretty
The past year has been a tumultuous one for financial markets and, as a result, it has been a tough time for most players in…
- By: James Langton
- July 28, 2008 October 27, 2019
- 12:13
The movement to risk and investment management: Includes Chart
More and more advisors are adding mutual fund sales to their business revenue
- By: Dalva Potestio
- July 31, 2007 October 27, 2019
- 10:14
Firms rolling out succession plans
But the majority of advisors surveyed still have no plan in place for retirement
- By: Marshall Bellamy
- July 31, 2007 October 27, 2019
- 10:14
Not all advisors click with online account access
Advisors are currently split on the merits of offering clients online access to their accounts
- By: Clare O’Hara
- July 31, 2007 October 27, 2019
- 10:14
Wanted: more support services : Includes Chart
Advisors want to ramp up their offerings — and they’re demanding backup from their companies
- By: Maureen Halushak
- July 31, 2007 October 27, 2019
- 10:14
Level commissions get kudos as more “ethical”:Includes Chart
High producers are the happiest with their compensation, but the increased costs of doing business garner gripes
- By: Rudy Mezzetta
- July 31, 2007 October 27, 2019
- 10:14
No designations? No problem: Includes Chart
Firms say they encourage their advisors to be designated, but few require it
- By: Kate Betts-Wilmott
- July 31, 2007 October 27, 2019
- 10:10
Advisors generally happy, except for one thing…: Includes Main Chart
Underwriting is slow, inefficient and bad for business. “It’s like they don’t want us to sell insurance,” says one advisor
- By: Clare O’Hara
- July 31, 2007 October 27, 2019
- 10:10
Firms match payout expectations with varying success: Includes chart
For advisors, having earnings expectations met consistently is more important than the actual amount of compensation
- By: Mirella Christou
- August 10, 2006 October 27, 2019
- 08:43
Internet becomes new way to communicate
A phenomenon referred to as “the Web 2.0” reflects new uses for the Internet — and a new optimism
- By: Glenn Flanagan
- August 8, 2006 October 27, 2019
- 13:04
Will retired boomers volunteer?
Volunteers in Canada make a significant contribution, doing the equivalent of hundreds of thousands of full-time jobs. And older volunteers put in the most volunteer…
- By: Rosemary McCracken
- August 8, 2006 October 27, 2019
- 12:15
Anderson in afghanistan
It was easier than e-mail, but Martin Anderson may have underestimated the power of blogging. The 40-year-old investment advisor with RBC Dominion Securities Inc. in…
- By: Martin Anderson
- August 8, 2006 October 27, 2019
- 12:15
Seniors arethe newest niche market
As the average age of clients edges relentlessly higher, financial advisors need to sharpen their skills in dealing with the needs not only of newly…
- By: IE Staff
- August 8, 2006 October 27, 2019
- 12:02
Senior boomers want more than bare-bones care
Like the date of death, health is a wild card, because sickness and accidents are impossible to forecast. There is also no guarantee that the…
- By: IE Staff
- August 8, 2006 October 27, 2019
- 12:02