News & Events

Press Releases View all

PriceMetrix Joins McKinsey & Company

September 7, 2016 – Toronto, ON – PriceMetrix, an industry leader in practice management analytics software today announced its acquisition by McKinsey & Company, the most respected name in management…

Research from PriceMetrix Reveals Advisors Continue to Favor Fewer but Deeper Client Relationships

June 20, 2016, Toronto, ON – Research conducted by PriceMetrix, the industry leader in practice management analytics software, found that in 2015 financial advisors worked with fewer clients but managed…

Media Coverage View all

A Case for Not Lowering Advisory Fees

May 18, 2018 // Barron's

Advisors, do you think that if you reduce your fees, you’ll drum up more business? Think again.

Lowering Fees Doesn’t Yield More Clients

May 18, 2018 // Financial Advisor IQ

Financial advisors feeling the pressure from robo-advisors and discount brokerages to lower their fees should think again.

Events View all

SIFMA Annual Meeting

October 1-2, 2018

Washington, DC