According to PwC, 642 deals worth $138.8 billion were signed in Q3
Strong 2025 has banks poised to face trade, economic challenges
Market environment remains supportive for 2026, but downside risks persist
Stable economic growth seen boosting bank profits, asset quality
A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
Advisors across the industry were gaining ground coming into 2025
A video presentation of the 2025 Report Card series themes
How advisors and planners in the Report Card series rated their industry channels collectively
Assets under management and advisement rise to $302.6 billion
It’s the firm’s second acquisition in a matter of months