How dealer advisors rated their firms’ support offerings and tools
Research by:
Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson
Research editor:
Katie Keir
Click the image below to obtain 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
Crypto firm advised against Hong Kong proceeding for class action plaintiffs
David Chilton talks social media, finfluencers and algorithms on the Canadian Advisor.cast
For affected registrants, the sign-up period is about to end; the deadline for investors is April 30