Media Coverage

Fitting Fee-Based Business Into Your Practice

August 30, 2012 // Forbes

A few weeks ago I blogged about a new report from PriceMetrix which highlighted that advisors who are aggressively transitioning to fee-based business performed better over the past three years,…

PriceMetrix Examines Trend of Fee-Based Accounts

August 23, 2012 // Private Asset Management

Wealth advisors are continually turning to fee-based accounts, as well as offering clients choices to hold both fee-based accounts and traditional transactional methods, according to a recent PriceMetrix “Insights” report.

Fee-based Accounts Contribute to Steep Revenue Growth; Study

August 22, 2012 // AdvisorOne

Research and consulting firm PriceMetrix is out with a new report that finds a direct correlation between offering fee-based accounts and services and increased revenue growth.

Fee-Based Advisers’ Revenue Up 47% Since 2009

August 20, 2012 // planadviser

Commission-based advisers’ revenue rose 21% in the past three years, a PriceMetrix report shows. Additionally, fee-based advisers’ assets under management, returns and quality of clients are considerably better, according to the report…

More Fee-Based Business = More Success

August 16, 2012 // Forbes

PriceMetrix released a new report today that found that advisors moving clients more aggressively into fee-based accounts saw revenue growth of 47% over the past three years compared to an average growth rate of 21%;

Big Bump in Fee-Based Biz Gives Advisers Big Jump in Revenue

August 16, 2012 // InvestmentNews

Advisers who increased their fee-based assets by more than 25% over the past three years saw revenue increase by an average of 47%

Faster Transition to Fee-Based Business Brings Better Results: Report

August 15, 2012 // Investment Executive

Financial advisors who aggressively move a significant portion of their assets under management into fee-based accounts quickly benefit from an increase in assets, a higher return on assets and ultimately greater revenues, according to a new report from Toronto-based PriceMetrix.

Fee-Based Advisors Outpacing Transaction-Based Peers

August 15, 2012 // Financial Planning

Advisors who move aggressively into fee-based business end up doing much better than their transaction-based colleagues, with more assets, a higher return on those assets and more revenues, according to a new report.

Hilliard Lyons Uses New Technology to Help Pricing

July 17, 2012 // onwallstreet

To offer a more accurate pricing model for its advisory services, Hilliard Lyons has signed off on a multi-year agreement with PriceMetrix for turnkey access to their CommissionCheck pricing program.

Morningstar Advisor Workstation Adds PriceMetrix Tools

May 1, 2012 // Financial Advisor

Morningstar is adding two new tools to Advisor Workstation, its Web-based investment planning platform.