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
Airline stocks lost altitude while defence, Big Tech stocks rose
Court rejects theory that investor disclosure is required for share transfers
Group warns that surge of ETF share class launches in the U.S. could threaten Canada's industry
Platform used investors' money to finance operations, fund withdrawals