Dealers’ Report Card 2024 main chart
How dealer advisors rated their firms’ support offerings and tools
How dealer advisors rated their firms’ support offerings and tools
Methodology for the annual Report Card
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations
Most dealer advisors manage their clients on their own, but some found value in collaborating with peers
When it comes to educational tools, advisors’ needs vary across firms
Demographics, tech advancements expected to drive growth in the sector
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
Industry at odds with CIRO’s proposals on maximum penalties and dispute resolution
Proposal would give executors more time to implement loss carryback strategy
Gaining an investment edge with large language models is no simple feat
Editorial: Fortunately, the court laid out a solution to the consequences of its decision
Top earners in four jurisdictions may face a higher tax rate on capital gains than on eligible dividends
