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
For some, signing up for credit monitoring requires several attempts
Firm agrees to proxy voting changes, US$29.5 million payment, to end case
Canadians are feasting on financial influencer content, for better or worse
Real GDP rose 1.7% in 2025 overall, down from 2% in 2024