Average ratings from advisors in each industry channel
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Click the image below to download 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
This follows the dismissal of the fund's chair, chief financial officer, chief investment officer and chief pension officer
Plus, a slew of product launches, mergers and more
Index-ready IPOs represent an opportunity for portfolio managers
Investors will be able to vote on the proposed changes at a Toronto meeting March 25