Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Average ratings from advisors in each industry channel
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
Date not reasonable for industry implementation, tax practitioner says
Alleged $213-million loan guarantee remains subject of dispute
Disappointing U.S. retail sales raise bets for more rate cuts
Agency found firm failed to report suspicious transaction