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
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
The S&P/TSX composite index climbed 244.33 points to 32,000.10
Rating agency sees an array of risks lurking under a placid surface
The increase is part of an effort to beef up anti-money laundering measures