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Insights Whitepapers

Cover of Whitepaper - The State of Retail Wealth Management, 5th Annual Report

The State of Retail Wealth Management, 5th Annual Report

March 2015

In this, our fifth edition of The State of Retail Wealth, we look at the trends in the retail wealth management industry and the factors behind these trends. Key performance…

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The Fountain of Growth

March 2015

In this edition of Insights, we examine the demographics confronting the retail wealth management industry.

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The State of Retail Wealth Management, 4th Annual Report

April 2014

In our 4th edition of Insights, we examine multi-year results for key performance metrics in the North American retail wealth management industry. All results are reported as of December 31st, 2013. PriceMetrix…

Cover  image of Stay or Stray Insights whitepaper report

Stay or Stray

January 2014

This edition of Insights explores the characteristics of clients who are more (or less) likely to stay with their advisors and the characteristics of advisors who are able to keep them.

PriceMetrix_Flash of Insight_Gender Gap_November 2013

Is There a Gender Gap in Retail Wealth Management?

November 2013

With all the discussion around gender differences in retail wealth management, it’s worth asking the question: “are these differences reflected in male and female advisors’ practices?”  Do they differ in…

PriceMetrix_Flash of Insights_Whales Pricing for Ultra High Net Worth_Jun 2013

WHALES: Pricing for Ultra-High Net Worth Clients

June 2013

In this Flash of Insight, we examine fee-based and transactional pricing for ultra-high net worth households. We define ‘ultra-high net worth’ as a minimum of $10 million in investable assets (near the 90th percentile for assets among high net worth households).

Cover image of PriceMetrix Insights whitepaper report Big Fish

Big Fish

May 2013

Larger households obviously bolster an advisor’s assets under management and increase an advisor’s growth trajectory. This issue of PriceMetrix Insights explores a range of topics relating to high net worth households.

Cover image thumbnail of the Insight whitepaper report The State of Retail Wealth Management 2012

The State of Retail Wealth Management, 3rd Annual Report

March 2013

In the 3rd annual edition of The State of Retail Wealth Management we examine results for key performance drivers across several years, including 2012.

Moneyball PriceMetrix Insights Whitepaper report cover image

Moneyball for Advisors

November 2012

In this edition of Insights, the PriceMetrix Insights Lab confirms that analytics can indeed be used to gain an informed advantage in recruiting and development.

PriceMetrix_Flash of Insights_Trading Volume_September 2012

Decreasing Year-Over-Year Trade Volume – Fact or Fantasy?

September 2012

A recent report from the World Federation of Exchanges stated that global trading in equities in the first six months of 2012 dropped by 18.9% compared to the same period the previous year. This Flash of Insights takes a look at the trading activity of specifically retail investors using our aggregated retail wealth management database. Is the decrease as severe as the overall, market-wide figures?

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Transitioning to Fee

August 2012

In this edition of Insights, we take a look at key metrics related to making the shift toward a fee-based business.

PriceMetrix_Flash of Insights_RRSP_Feb 2012

RRSP Accounts: Good for your clients, good for you

February 2012

Clients with one or more RRSPs have deeper, more productive relationships with their Investment Advisors. In fact, taking the opportunity to add a retirement account to your client relationship can improve household productivity by as much as 30%. Find out more, in this issue of Flash of Insights.

The State of Retail Management 2nd Annual Report

The State of Retail Wealth Management, 2nd Annual Report

February 2012

In this edition of Insights, we examine multi-year results for key performance drivers of North American retail wealth management.

PriceMetrix_Flash of Insights_IRA_Feb 2012

IRA & 401(k) Accounts: Good for your clients, good for you

February 2012

Clients with one or more IRA/401(k)s have deeper, more productive relationships with their Investment Advisors. In fact, taking the opportunity to add a retirement account to your client relationship can improve household productivity by as much as 38%. Find out more, in this issue of Flash of Insights.

The Anatomy of Outperformers

The Anatomy of Outperformers

December 2011

This edition of Insights profiles common behaviors of top performing advisors or ‘Outperformers’.

The State of Retail Wealth Management 1st Annual Report

The State of Retail Wealth Management, 1st Annual Report

February 2011

This inaugural report of Insights examines multi-year results for key performance drivers of North American retail wealth management.