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Insights Whitepapers

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The State of Retail Wealth Management, 4th Annual Report

April 9, 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 8, 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.

Cover image of PriceMetrix Insights whitepaper report Big Fish

Big Fish

May 1, 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 12, 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 15, 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.

Transition to Fee Whitepaper Cover Thumbnail

Transitioning to Fee

August 15, 2012

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

The State of Retail Management 2nd Annual Report

The State of Retail Wealth Management, 2nd Annual Report

February 15, 2012

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

The Anatomy of Outperformers

The Anatomy of Outperformers

December 15, 2011

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

Equity Commission Pricing: Myths & Realities

Equity Commission Pricing Myths and Realities

September 16, 2011

This edition of Insights reveals the most common pricing behaviors and examines the practices that are more likely to lead to success.

Fee & Managed Asset Pricing

Fee and Managed Asset Pricing

March 15, 2011

This edition of Insights examines key metrics and trends in the pricing of fee and managed accounts.

The State of Retail Wealth Management 1st Annual Report

The State of Retail Wealth Management, 1st Annual Report

February 15, 2011

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

Remedies to the Small Household Challenge

Industry Remedies to the Small Household Challenge

September 15, 2010

This edition of Insights examines the small household challenge. It uncovers the impact of small households and showcases how firms are addressing this critical business issue.

Small Household Metrics

Small Household Metrics

June 15, 2010

In this edition of Insights, we address the small household wealth management challenge, and present our examination of industry metrics and offer insights into this market phenomenon.