Investment Executive Special Alert

Friday September 12, 2025
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Dealers’ Report Card
Dealer firms can’t forget the basics
There’s an ongoing technology race in the wealth industry, but advisors also crave simpler things
September 12, 2025

Report Cards
Dealers' Report Card 2025 main table
How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers
September 12, 2025

Report Cards
Dealers' Report Card highlights
This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year
September 12, 2025

Dealers’ Report Card
Dealer advisors are aiming for business precision and growth
The average dealer advisor was adjusting their client mix and refining their services coming into 2025
September 12, 2025

Dealers’ Report Card
Advisors getting more serious about succession planning
More firms are investing in this area, but advisors are asking for more hands-on guidance
September 12, 2025

Dealers’ Report Card
New advisors in the dealer space look to colleagues for support
For developing advisors in this highly independent space, are firms and mentors stepping up?
September 12, 2025

Report Cards
Tech-savvy dealers prioritize digital training
A look back at the 2024 report and how firms’ efforts have evolved
September 12, 2025

Dealers’ Report Card
How we did it
Methodology for the 2025 Dealers’ Report Card
September 12, 2025

Dealers' Report Card 2025

Report Cards
Dealers’ Report Card 2025
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
12 September 2025


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