2013 Insurance Advisors’ Report Card

What do advisors have to say about their firms? All the insight, the ratings and the candid comments from the August 2013 issue of Investment Executive newspaper.

Editors discuss 2013 Insurance Advisors’ Report Card

Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key themes from the 2013 Insurance Advisors’ Report Card. Trends this year show a dip in satisfaction with marketing support — but dramatic improvements in several key areas, including social media and compensation. Fuchs and O’Hara spoke at the TMX Broadcast Centre in Toronto.

Report Card: Defining top advisors

July 25, 2013 James Langton

Firms of all stripes see nice rebound

July 25, 2013 Clare O’Hara

Five firms see a change in fortunes

July 25, 2013 Justin Da Rosa

Many improvements in compensation

July 25, 2013 Tessie Sanci

Great displeasure with marketing support

July 25, 2013 Jeff Wimbush

Regulation takes centre stage

July 25, 2013 Megan Harman

Electronic processing’s coming of age

July 25, 2013 Brent Jolly