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

The challenges facing retail wealth management

October 10, 2017 // Thomson Reuters

Pricing pressures and weak penetration of Generation X and Y markets are just some of the challenges revealed in a report on the state of retail wealth management.

Editor’s Letter: October 2017

October 5, 2017 //

Whither Gen X?

Events View all

21st Annual CLS Compliance Conference

December 5, 2017