Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
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
Director tipped others and traded ahead of pending acquisition
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
Regulatory fees set to rise in line with consumer inflation