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
And, multiple investments and acquisitions by private equity, miners
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
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it...
Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office
Tech stocks helped drive the overall S&P/TSX composite index higher on Tuesday