Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
A 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
Plus, appointments at Sun Life, PWL Capital, Sapling Financial and CIBC
The association is lobbying for a financial planning tax credit — it needs more QAFPs to deliver
"I’m very bullish" on potential outcomes, says interprovincial trade expert
SRO drops mandatory close-out proposal, adds new conduct-based approach