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
Attacks have been launched throughout the region, including on two vessels traveling through the Strait of Hormuz
For some, signing up for credit monitoring requires several attempts
Firm agrees to proxy voting changes, US$29.5 million payment, to end case
Canadians are feasting on financial influencer content, for better or worse