Research by:
Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson
Research editor:
Katie Keir
How dealer advisors rated their firms’ support offerings and tools
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
More than 300 new products landed in 2025 — a new record
Never mind the elevated price-to-earnings ratios, a case is being made for a cap-ex powered stock market boom in 2026
IOSCO, Basel review finds higher margin in OTC derivatives markets