How dealer advisors rated their firms’ support offerings and tools
Research by:
Emily Fox, Roland Inacay, Aru Kaul, Tiana Kirton, Diane Lalonde, Alisha Mughal and Clayton Tomlinson
Research editor:
Katie Keir
Click the image below to obtain a PDF of the chart.
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
German economy minister calls on the EU to stick together: "we are in a strong position — America is in a position of weakness”
Government says it will defer select provincially administered taxes for six months from April 1 to Oct. 1
These funds vary dramatically, no matter the maturity date
“The sky won't fall," according to The People's Daily
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vbmV3c3BhcGVyXy9kZWFsZXJzLXJlcG9ydC1jYXJkL2RlYWxlcnMtcmVwb3J0LWNhcmQtMjAyNC1tYWluLWNoYXJ0Lw(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)Q0t5OGJSdUU(dmlzaXRLZXk)clFScmFCTng){kind=small}