Report Cards

Insurance Advisors’ Report Card

Insurance Advisors’ Report Card 2021 main chart

September 20, 2021 IE Staff
Insurance Advisors' Report Card 2021 main chart
Insurance Advisors’ Report Card

Fewer advisors make top compensation

September 20, 2021 James Langton
compensation
Report Card on Banks

Wanted: Enhancements to in-branch HNW services

August 30, 2021 Emily Fox
path to success
Report Card on Banks

Some advisors frustrated by lack of planning support

August 30, 2021 Surina Nath
the easy path or the difficult path
Report Card on Banks

Banks trim product offerings ahead of CFRs

August 30, 2021 Katie Keir
change
Report Card on Banks

Bank advisors’ AUM remains stable, but asset mix changes dramatically

August 30, 2021 James Langton
change
Report Card on Banks

Changes to compensation garner mixed reviews

August 30, 2021 James Gaughan
compensation
Report Card on Banks

Report Card on Banks 2021 main chart

August 30, 2021 IE Staff
Report Card on Banks main chart - blurry
Report Card on Banks

Satisfaction grows for bank advisors, but barriers remain

August 30, 2021 Fiona Collie
satisfaction
Report Card on Banks

Flexible work policies paid off for banks

August 30, 2021 Daniel Reale-Chin
working from home