Media Coverage

How The US Retail Wealth Management Industry Fared In 2012 – PriceMetrix

March 13, 2013 // FamilyWealthReport

Financial advisors in the North American retail wealth management market boosted production and raised average assets under management by 9 per cent in 2012, but challenges remain in pricing and equity trading volumes, according to a new report by PriceMetrix.

2012 a Good Year for Advisers

March 13, 2013 // InvestmentNews

Financial advisers increased both their assets under management and their production figures last year, according to an annual report produced by practice management software maker PriceMetrix Inc.

Advisors Saw an Uptick in Business For 2012

March 11, 2013 //

There was a steady growth in the amount of assets managed in last year, according to a new PriceMetrix study that called 2012 a good year for the industry.

Moneyball for recruiting financial advisers? It exists

December 13, 2012 // InvestmentNews

Talented financial advisers don’t come cheap. The largest Wall Street wealth management firms, which have been bidding up the signing bonuses for high-end advisers for years, can attest to that. But are these star advisers worth the often huge upfront bonuses they now command in the marketplace?

(No) Experience Necessary

December 4, 2012 // Wealth

When it comes to being a financial advisor, the more experience—the more years you have on you—the better, right? Not quite.

What Do Successful Advisors Have In Common?

November 20, 2012 // Forbes

PriceMetrix, a leading industry think tank, recently issued a new report entitled “Moneyball For Advisors.” The study’s name is a takeoff on Michael Lewis’ book which detailed how the Oakland…

Moneyball Insights for Hiring Advisors

November 19, 2012 // Wall Street Journal

Financial advisory companies may be making some big mistakes as they shell out millions of dollars to lure top-producing brokers. According to PriceMetrix, a Toronto-based firm that advises U.S. and…

New Tool Predicts Advisors’ Future Production

November 16, 2012 // FUNDfire

A new data tracking tool may allow brokerages and advisors to pinpoint which statistical attributes best predict future outperformance in terms of production – possibly giving firms better ammunition to…

What The “Moneyball” Theory Says About Hiring Advisors

November 15, 2012 // WealthBriefing

The theory – coined in Lewis’s book, Moneyball: The Art of Winning an Unfair Game, and later adapted into a movie starring Brad Pitt – centers on a small baseball…

Practice Management: Standardize Fees and Stick to Them

September 24, 2012 // DOWJONES

In 29 years in the business, financial adviser John L. Jenkins never raised–or even standardized–the fee rates his firm charged clients.  Then an analysis showed adopting a standardized rate schedule and…