Advisors’ Report Card 2025

This package summarizes data from the Brokerage, Dealers’ and Bank reports, looking at trends across the financial advice industry.

Business team with thumbs up

Advisor loyalty grew for most wealth firms and banks

A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card

Report Cards

How we did it: Advisors’ Report Card 2025

November 13, 2025 Katie Keir
Mid-year blackboard
Report Cards

The evolution of succession planning

November 13, 2025 Noushin Ziafati
succession planning
Report Cards

How software vendors roll out tech tools

November 13, 2025 Jonathan Got
technology tools
Report Cards

A growth year for the average advisor

November 13, 2025 James Langton
istock / AndreyPopov
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Advisors’ Report Card summary video

November 13, 2025 Roland Inacay
Report Cards

Wealth firms can do better on tech, advanced planning

November 13, 2025 Katie Keir & Roland Inacay
Wealth firms can do better on tech, advanced planning
Report Cards

Advisors’ Report Card 2025 main table

November 13, 2025 IE Staff
Magnifying glass looking at financial data