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.
The average dealer advisor was adjusting their client mix and refining their services coming into 2025
For developing advisors in this highly independent space, are firms and mentors stepping up?
More firms are investing in this area, but advisors are asking for more hands-on guidance
Methodology for the 2025 Dealers’ Report Card
Investor protection enables capital formation
Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war
The S&P/TSX composite index rose 58.63 points to 32,058.73
Alternative Credit Council research points to further growth, diversification in 2025