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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
istock / AndreyPopov

A growth year for the average advisor

technology tools

How software vendors roll out tech tools

istock / AndreyPopov

A growth year for the average advisor

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    Dealers’ Report Card 2017

  • Insurance Report Card 2016

    Insurance Advisors’ Report Card 2016

  • Insurance Report Card 2015

    Insurance Advisors’ Report Card 2015

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    Dealers’ Report Card 2025

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    Dealers’ Report Card 2024

  • woman with glasses looking at a phone

    Dealers’ Report Card 2023

  • woman with glasses looking at a phone

    Dealers’ Report Card 2022

  • dealers' report card 2021

    Dealers’ Report Card 2021

  • Dealers’ Report Card 2020

  • Dealers’ Report Card 2019

  • DRC 2018 cover

    Dealers’ Report Card 2018

  • Insurance Report Card 2017

    Insurance Advisors’ Report Card 2017

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