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
Paper calls for guardrails against negative side effects of digital innovation
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday