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
Advisors across the industry were gaining ground coming into 2025
A video presentation of the 2025 Report Card series themes
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
Firms must communicate with advisors and provide training when implementing new systems