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
Review documents failings in meeting KYC, KYP, suitability requirements
SEC, DoJ allege that scheme started on social media
Platform didn't collect KYC data, apply money laundering rules
The S&P/TSX composite index was up 246.48 points