Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
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 reveals firm's top ESG trends for investors in 2025
Trudeau has said 'everything is on the table' if Trump imposes tariffs on Canada
Hester Peirce to lead agency's effort to bring more certainty to crypto sector
Nearly half of respondents believe the economy is in decline