This package summarizes data from the Brokerage, Dealers’ and Bank reports, looking at trends across the financial advice industry.
November 13, 2025
This package summarizes data from the Brokerage, Dealers’ and Bank reports, looking at trends across the financial advice industry.
November 13, 2025A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
Methodology for our annual Report Card series research
Advisors, firms have gotten better at planning exits over the past decade
From planning to support, listening and learning are part of the formula for advisor buy-in
Advisors across the industry were gaining ground coming into 2025
A video presentation of the 2025 Report Card series themes
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
How advisors and planners in the Report Card series rated their industry channels collectively
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry