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
Whether FSRA deems title protection’s minimum standards to confer equivalency is unclear
Investors lost nearly $1.4 million in long-running fraud
Nvidia rises after CEO projects US$1 trillion in demand for AI chips through 2027
Former judge leaves agency after just over six months