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…
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.
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.
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.
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.
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.
February 15, 2012
In this edition of Insights, we examine multi-year results for key performance drivers of North American retail wealth management.
December 15, 2011
This edition of Insights profiles common behaviors of top performing advisors or ‘Outperformers’.
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.
March 15, 2011
This edition of Insights examines key metrics and trends in the pricing of fee and managed accounts.
February 15, 2011
This inaugural report of Insights examines multi-year results for key performance drivers of North American retail wealth management.
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.
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.