Our collection of research reports (the Report Card series) has been published for more than 30 years, offering a glimpse into the minds of advisors and key wealth management leaders across more than two dozen wealth businesses.
In 2025, we examined how well the financial advice industry was prepping for the future. Alongside the great wealth transfer on the investor side, there’s a significant talent transfer underway on the advisor and firm side. Add to that the continued technology revolution, and you’ve got a notable industry transformation that firms can’t ignore. Are advisors and their firms innovating and future-proofing proactively? Key topics include:
- whether technology vendors and wealth businesses are partnering effectively;
- how well advisors are crafting succession plans; and
- why training the next wave of advisors is crucial.
This research livestream, hosted by IE and back for a second year, aired on Thursday, Nov. 13 at 1 pm EST.
Moderated by:
Katie Keir, Research Editor, Investment Executive
Presented with:
Daniele Farinaccia, Senior Vice-President, Distribution and Channel Management, Sun Life
Jenny MacMillan Brown, Vice President, Business Development, Advisor Software, Morningstar
Susan Silma, Client Engagement Transformation Leader
Registrants will get access to our comprehensive Report Card ebook for 2025, which will include all of the data and stories published this year. If you registered for this webinar, look out for an email with the ebook in Mid-December.
Need CE Credits?
CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to CIRO Cycle 10 and Cycle 11 (IIROC and MFDA) and FP Canada for continuing education credits.
If you attended the live webinar, you will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.
If you missed the live webinar, please sign in to CE Corner to take a quiz and get your credits (pending approval).
