Home Report Cards Advisors’ Report Card 2025 This package summarizes data from the Brokerage, Dealers’ and Bank reports, looking at trends across the financial advice industry. Advisor loyalty grew for most wealth firms and banks How we did it: Advisors’ Report Card 2025 The evolution of succession planning Read the full report How software vendors roll out tech tools A growth year for the average advisor Wealth firms can do better on tech, advanced planning Dealers’ Report Card 2025 Manulife Wealth’s ‘significant transformation’ Dealers’ Report Card 2025 Dealers’ Report Card highlights Dealers’ Report Card 2025 Tech-savvy dealers prioritize digital training Dealers’ Report Card 2025 Dealer advisors are aiming for business precision and growth Dealers’ Report Card 2025 New advisors in the dealer space look to colleagues for support Dealers’ Report Card 2025 Advisors getting more serious about succession planning Report Card on Banks 2025 Report Card on Banks 2025 summary video Report Card on Banks 2025 Retail bank advisors identified pay as a key motivator Report Card on Banks 2025 Proprietary shelves, sales pressure not a problem, most retail planners say Report Card on Banks 2025 Branch planner satisfaction increased for National Bank Report Card on Banks 2025 Report Card on Banks 2025 main table Report Card on Banks 2025 How we did it
