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
Omnibus bill includes extended period for loss carryback strategy
Liberation Day made two things clear — Trump is winging it and AI is transforming asset management
Plus, other launches, fund changes announced
Harmed investors will be able to make claims for share of sanctions, April 1