Market environment remains supportive for 2026, but downside risks persist
Stable economic growth seen boosting bank profits, asset quality
A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
Advisors across the industry were gaining ground coming into 2025
A video presentation of the 2025 Report Card series themes
How advisors and planners in the Report Card series rated their industry channels collectively
Assets under management and advisement rise to $302.6 billion
It’s the firm’s second acquisition in a matter of months
Review highlights importance of managing integration, debt structures
$597-million transaction has been approved by regulators