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

Holidays Are a Gift: Don’t Miss the Opportunity to Meet the Kids

December 15, 2017 // ETF Trends

Break into the Retirement Plan Sponsor Market

November 30, 2017 // Financial Advisor IQ

As large retirement plans continue to face increased scrutiny and litigation from employees and regulators alike, sponsors of small plans need the help and guidance of qualified advisors more than…

Events View all

FINRA Annual Conference

May 21-23, 2018

Washington, DC

SIFMA Annual Meeting

October 1-2, 2018

Washington, DC