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How COVID-19 has affected advisors and what do advisors expect going forward.

Summary

In March and April insurance agents, registered investment advisors (RIAs), and registered advisors shared how their practices are being affected by COVID-19. In October advisors shared what they thought was successful and a challenge during the prior six months and what they expect to in the first half of 2021.

Reports in the Series

Canadian Independent Insurance Advisor Survey

Mar 22, 2021

How is the pandemic disrupting independent insurance advisors in the Canadian market?

Coronavirus (COVID-19): Advisor Pulse

Apr 1, 2020

How is COVID-19 affecting registered advisors?

Coronavirus (COVID-19): Insurance Agent Pulse

Apr 23, 2020

How is COVID-19 affecting insurance agents?

Coronavirus (COVID-19): Registered Investment Advisors (RIAs)

Apr 20, 2020

How is COVID-19 affecting registered investment advisors (RIAs)?

Advisor Pulse – Insurance Agents

Dec 21, 2020

How is COVID-19 affecting insurance agents?

Advisor Pulse – Broker-Dealer Reps

Dec 21, 2020

How is COVID-19 affecting broker-dealer reps?

Advisor Pulse – Registered Investment Advisors

Dec 21, 2020

How is COVID-19 affecting registered investment advisors (RIAs)?

Related Research


Meet the Researchers