This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
September 12, 2025
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
September 12, 2025This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year
A look back at the 2024 report and how firms’ efforts have evolved
The average dealer advisor was adjusting their client mix and refining their services coming into 2025
For developing advisors in this highly independent space, are firms and mentors stepping up?
More firms are investing in this area, but advisors are asking for more hands-on guidance
Methodology for the 2025 Dealers’ Report Card
There’s an ongoing technology race in the wealth industry, but advisors also crave simpler things
How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry