A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
How advisors and planners in the Report Card series rated their industry channels collectively
Most branch advisors and planners felt good about their workplace support in this year's report
This deep dive reveals the differences between each firm's priorities, strengths and challenges for this year
A look back at the 2024 report and how firms’ efforts have evolved
Market volatility, state of economy causing some independent advisors to delay their succession plans
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
How investment advisors rated their firm's support offerings and tools across 14 dealers
A member vote didn't meet the two-thirds threshold needed to drop dual membership
Advisors appreciate dealers that keep them informed and help them support wealthy clients