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Media Coverage

Female Advisors Have Advantage, Study Finds

November 19, 2013 // Financial Planning

Women have larger client accounts and price more consistently, according to a new study from PriceMetrix, the Toronto-based practice management software and data services company. They also tend to serve…

Long the underdogs, female advisors are actually winning in two important categories, a study based on $3.5 trillion of AUM shows

November 18, 2013 // RIABiz

Despite finding themselves in a sometimes inhospitable male-dominated profession, female advisors are capturing the lion’s share of the nation’s increasingly higher earners — women — and winning a higher average…

Women Advisors Primed For Success, Survey Says

November 18, 2013 // Financial Advisor

Female financial advisors are in a better position for future success than their male counterparts, according to PriceMetrix.

Female Advisors Have Wealthier Clients, Price More Consistently – PriceMetrix

November 18, 2013 // FamilyWealthReport

A North American study from PriceMetrix, a practice management software and data services company, shows women have wealthier clients, price more consistently, and serve a higher proportion of female investors…

Effectively Transitioning to a Fee-based Business

November 15, 2013 // Wealth Professional

Advisors who quickly transition to a fee-based business are realizing faster growth in revenue and are increasing the per-client value of their book.

Effectively Transitioning to a Fee-Based Business

November 1, 2013 // Wealth Professional

Advisors who quickly transition to a fee-based busienss are realizing faster growth in revenue and are increasing the per-client value of their book.

PriceMetrix Offers Mobile App

August 7, 2013 // ADVISOR.CA

[PriceMetrix] wants to provide advisors with regular access to its research on a variety of practice management topics.

FolioDynamix Adds Pricing, Fees Intelligence To Platform

April 18, 2013 // FamilyWealthReport

FolioDynamix, a provider of web-based wealth management technology, has entered into a multi-year agreement with PriceMetrix that will give its clients access to transaction and fee pricing information.

Investors Gravitating to Fee-based Portfolios

April 15, 2013 // Financial Post

Investors have been steadily transitioning to a fee-based pricing model for their portfolios, a report from PriceMetrix suggests.

2012 Year in Review: The State of Retail Wealth Management

March 26, 2013 // Horsesmouth

According to the numbers, 2012 was a good year for the financial industry, with AUM and gross production up for the average advisor—plus interesting trends in fee-based accounts and household composition of advisors’ books.