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PriceMetrix

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

Why Hiring an Adviser Who’s Offering Low Fees Could be A Terrible Move For Your Finances

July 14, 2018 // The Globe and Mail

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.

Events View all

SIFMA Annual Meeting

October 1-2, 2018

Washington, DC

IIROC CCLS Annual Compliance Conference

November 27, 2018

Delta Hotel, Toronto, ON