Skip to content
Opens in a new window Opens an external site Opens an external site in a new window
  • Log In
  • Subscribe
  • News
  • Perspective
  • Report Cards
  • Partner Content
  • CE Corner
  • Soundbites
  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
    • Tax and Estate
    • People
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
  1. Home
  2. Report Cards

Report Cards

2014 Insurance Advisors’ Report Card

Regulatory support crucial for advisors

July 24, 2014 Megan Harman
2014 Insurance Advisors’ Report Card

Shifting CMS to the cloud is a priority

July 24, 2014 Jade Hemeon
2014 Insurance Advisors’ Report Card

Advisors turn the focus to investing

July 24, 2014 Leah Golob
2014 Insurance Advisors’ Report Card

Succession grows in importance

July 24, 2014 Leah Golob
2014 Insurance Advisors’ Report Card

More expected in mobile technology

July 24, 2014 Clare O’Hara
2014 Insurance Advisors’ Report Card

2014 Insurance Advisors’ Report Card main chart

July 24, 2014 IE Staff
2014 Insurance Main Chart
2014 Insurance Advisors’ Report Card

Strategic focus centres upon independence

July 24, 2014 Jacob Boon

Advisors ride high; firms, not so much

July 24, 2014 Clare O’Hara
2014 Report Card on Banks & CUs

Better mix needed in compensation

June 19, 2014 Rudy Mezzetta
2014 Report Card on Banks & CUs

Marketing support not up to snuff

June 19, 2014 Leah Golob
2014 Report Card on Banks & CUs

Variety in product shelf commended

June 19, 2014 Jacob Boon
2014 Report Card on Banks & CUs

The fight to keep assets

June 19, 2014 James Langton
Previous
1…126127128129130…191
Next
Investment Executive

Follow us:

  • linkedin

  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
    • Tax and Estate
    • People
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
Subscribe Log In

  • About Us
  • Statement of Ethics
  • Reprints and Permissions
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • Advertise
  • AI Policy
  • Contact Us

Newcom Media

© 2026 Newcom Media Inc.

Our Brands

  • Finance et Investissement
  • Advisor.ca
  • Conseiller.ca