
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
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
Trump is going ahead with previously announced 25% tariffs on automobile imports
Australian PM was harshly critical: "This is not the act of a friend"
Rep lost money alongside clients in unapproved outside investment
Also, Singapore firm releases new underwriting platform