For financial advisors, working as part of a team is more popular than ever, with 55% of advisors working within some sort of team-based arrangement. And that number is growing –…
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…
In this edition of Insights, we examine the demographics confronting the retail wealth management industry.
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…
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.
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…
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).
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.
In the 3rd annual edition of The State of Retail Wealth Management we examine results for key performance drivers across several years, including 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.
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?
In this edition of Insights, we take a look at key metrics related to making the shift toward a fee-based business.
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.
In this edition of Insights, we examine multi-year results for key performance drivers of North American retail wealth management.
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.
This edition of Insights profiles common behaviors of top performing advisors or ‘Outperformers’.