Media Coverage

Justifying Brick-and-Mortar Fees in an Increasingly Robo World

December 2, 2015 // Financial Advisor IQ

Financial advisors need to be able to explain the additional value they bring over automated platforms.

The Talk Wealth Managers Need to Have With Clients About Cost

November 30, 2015 // The Wall Street Journal

As automated investment programs multiply, more clients are likely to ask advisers to justify their fees. There is a good answer.

Bright future?

November 18, 2015 // Wealth Professional

The latest numbers point to a thriving advice industry, but there are still many concerns lurking in the shadows

Making an Adviser Relationship Work

November 12, 2015 // New York Times

When Building a Team, Date Like Mad Before You Get Hitched

November 12, 2015 // Financial Advisor IQ

Advisor teams are gaining in popularity, among advisors and customers alike. But they make sense for FAs only under certain circumstances. Without a good, thoughtful and well-articulated plan for the…

PriceMetrix Upgrades Advisor Software

November 2, 2015 // FA Magazine

For advisors, keeping up with the Joneses just got a little easier.

Advisor Teams Lead in Assets, Revenue, Retention: Study

October 9, 2015 // Ignites - A Financial Times Service

Advisor teams are outperforming solo reps in gathering assets, retaining clients and growing revenue, a new study shows.

Two (or More) Heads Are Better Than One, Says Research Report

October 8, 2015 // Financial Advisor IQ

Wirehouses have been pushing advisors to team up for years — supposedly in the name of better client service — and a new study suggests that what’s good for clients…

Report analysis: Team-based advisors manage more HNW assets than solo practitioners

October 7, 2015 // Private Asset Management

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed.

Advisors who work in teams attract wealthier clients

October 6, 2015 //

Advisors working in teams outperform sole practitioners. They attract more affluent clients, manage more money, have higher revenues and are more productive overall, finds a PriceMetrix report.