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Media Coverage

Advisors Working with Spouse See Success

October 6, 2015 // Wealthmanagement.com

Turns out teaming up with your spouse to run an advisory business is a smart move. Among advisors working as part of a team, the most successful are husbands and wives,…

The science behind why advisory teams do better business

October 6, 2015 // Investment News

Study finds multiple advisers are more accountable to each other and disciplined than solo advisers, and higher assets and revenue follow.

Why Advisors Should Be Using Teams

October 6, 2015 // onwallstreet.com

The verdict is in: advisors working in teams outperform sole practitioners.

Why Advisors Should Be Using Teams

October 6, 2015 // Financial Planning Magazine

The verdict is in: advisors working in teams outperform sole practitioners.

Teaming Up Pays Off for Brokers, Study Suggests

October 6, 2015 // Wall Street Journal

Advisers who work jointly tend to manage more dollars and see faster growth in those assets, research on 40,000 advisers finds.

The changing face of retail wealth management

August 13, 2015 // Thomson Reuters Financial & Risk

Patrick Kennedy, Chief Customer Officer at PriceMetrix and author of “The State of Retail Wealth Management, 5th Annual Report”, recently sat down with the North American Wealth Management team for…

Millennials Not Worth the Effort Yet

June 11, 2015 // Wealthmanagement.com

The industry seems obsessed these days with capturing millennial clients. But advisors should probably hold off revamping their business to cater to these younger clients.

Aging, Old-School Advisors Bad for Business Growth

June 9, 2015 // Wealthmanagement.com

Most of the biggest brokerages risk paying big bucks to bring successful advisors into the fold in the hope they add to the bottom line. But firms can improve the odds…

Grow Your Business: 6 Ways to Step Out of Your Comfort Zone

May 19, 2015 // FinancialPlanning.com

First the good news: A recent study by PriceMetrix, The State of Retail Wealth Management, showed that the average advisor AUM grew by just over 7.7% in 2014.

Why Generation X Feels Like Financial Advisors’ Middle Child

May 13, 2015 // MainStreet

Generation X has been cleaned out over the past decade or so and isn’t so fond of the finance industry as a result. Not that financial advisors have cared.