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
Crypto firm advised against Hong Kong proceeding for class action plaintiffs
David Chilton talks social media, finfluencers and algorithms on the Canadian Advisor.cast
For affected registrants, the sign-up period is about to end; the deadline for investors is April 30