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
Canada is not alone in its reliance on U.S. purchasers
Only a quarter of Canadians who are likely eligible apply for the DTC
U.S. President said he still plans to impose “reciprocal” tariffs starting on April 2
Hedge fund-style products were also popular as investors sought ways to mitigate risks, diversify: report