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
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
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Integration costs to be paid by 2027, SRO projects
Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"
In announcing his retirement, Bharat Masrani took responsibility for TD's money laundering failures
Proposal would give executors more time to implement loss carryback strategy