
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
Methodology for the annual Report Card
Advisors appreciate dealers that keep them informed and help them support wealthy clients
Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures
Report Card results suggest firms are generally getting better at providing advisors with digital tools and training
CSA unveils first project under new effort to test industry innovations
Ex-rep sanctioned for providing disgruntled clients with false portfolio reports
But the generation is least likely to speak to family about it, poll reveals
The program launched in 2022 to grow the sustainable finance market