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
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased
Focus on the end-to-end advisor experience with tools and implement change management best practices
Number of properties listed for sale rose 8.5% from a year earlier
U.S. authorities allege that execs raised US$20 million in venture funding