Dealers' Report Card | Investment Executive https://www.investmentexecutive.com/tag/dealers-report-card/ Canada's news source for financial professionals Thu, 04 Dec 2025 16:16:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Dealers' Report Card | Investment Executive https://www.investmentexecutive.com/tag/dealers-report-card/ 32 32 Manulife Wealth’s ‘significant transformation’ https://www.investmentexecutive.com/newspaper_/news-newspaper/manulife-wealths-significant-transformation/ Mon, 15 Sep 2025 16:00:00 +0000 https://www.investmentexecutive.com/?p=519513 CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees

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]]> Dealers’ Report Card highlights https://www.investmentexecutive.com/in-depth_/report-cards/dealers-report-card-highlights/ Fri, 12 Sep 2025 13:48:15 +0000 https://www.investmentexecutive.com/?p=519709 This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year

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]]> Tech-savvy dealers prioritize digital training https://www.investmentexecutive.com/in-depth_/report-cards/tech-savvy-dealers-prioritize-digital-training/ Fri, 12 Sep 2025 13:48:14 +0000 https://www.investmentexecutive.com/?p=520019 A look back at the 2024 report and how firms’ efforts have evolved

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]]> Dealer advisors are aiming for business precision and growth https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealer-advisors-are-aiming-for-business-precision-and-growth/ Fri, 12 Sep 2025 13:21:00 +0000 https://www.investmentexecutive.com/?p=519507 The average dealer advisor was adjusting their client mix and refining their services coming into 2025

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]]> New advisors in the dealer space look to colleagues for support https://www.investmentexecutive.com/newspaper_/dealers-report-card/new-advisors-in-the-dealer-space-look-to-colleagues-for-support/ Fri, 12 Sep 2025 13:20:00 +0000 https://www.investmentexecutive.com/?p=519505 For developing advisors in this highly independent space, are firms and mentors stepping up?

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]]> Advisors getting more serious about succession planning https://www.investmentexecutive.com/newspaper_/dealers-report-card/advisors-getting-more-serious-about-succession-planning/ Fri, 12 Sep 2025 13:19:00 +0000 https://www.investmentexecutive.com/?p=519508 More firms are investing in this area, but advisors are asking for more hands-on guidance

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]]> How we did it https://www.investmentexecutive.com/newspaper_/dealers-report-card/how-we-did-it-5/ Fri, 12 Sep 2025 13:18:00 +0000 https://www.investmentexecutive.com/?p=519509 Methodology for the 2025 Dealers’ Report Card

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]]> Dealer firms can’t forget the basics https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealer-firms-cant-forget-the-basics/ Fri, 12 Sep 2025 13:17:00 +0000 https://www.investmentexecutive.com/?p=519512 There’s an ongoing technology race in the wealth industry, but advisors also crave simpler things

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]]> Dealers’ Report Card 2025 main table https://www.investmentexecutive.com/in-depth_/report-cards/dealers-report-card-2025-main-table/ Fri, 12 Sep 2025 13:16:49 +0000 https://www.investmentexecutive.com/?p=519692 How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers

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]]> Dealers’ Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-report-card-2024-main-chart/ Fri, 13 Sep 2024 13:02:57 +0000 https://www.investmentexecutive.com/?p=492579 How dealer advisors rated their firms’ support offerings and tools

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