How we did it: Advisors’ Report Card 2025
Methodology for our annual Report Card series research
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
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
The former financial services CEO left his mark — and he’s not done yet
The CSA is considering a ban on the practice
Evergreen fund gating is natural, and will happen again
Short-term bond ETFs, active management, are in demand
Investors need to weigh their diversification benefits against volatility, lack of yield and product complexity
Temporary reductions can help new funds scale faster, win over advisors
The funds, which allow investors to place market bets, have seen strong inflows
When it comes to due diligence, risk ratings are only the beginning
Dollars keep flowing into ETFs, but they still make up just one-quarter the size of the mutual fund market
CSA proposal aims to enhance disclosure and investor protection
