Media Coverage

Advisory fees show signs of a rebound

April 5, 2015 // Investment News

Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue

Advisors come clean on compensation

April 2, 2015 // Wealth Professional

The latest WP poll results suggest advisors aren’t gouging clients nearly as much as investor advocates want us to believe.

Strong 2014 Performance Masks Weak Spots in Industry

April 1, 2015 // Financial Advisor IQ

Against a backdrop of generally good news from 2014, PriceMetrix’ fifth yearly State of Retail Wealth Management report highlights cracks that could impair growth if they’re not mended.

Embedded commission guys read writing on the wall

March 31, 2015 // Wealth Professional

There’s growing indication that even dyed-in-the-wool embedded commission guys are actively bringing fee-based accounts into their books, according to new data that charts the growth of that compensation in the…

Advisor Assets Hit Record High in 2014

March 31, 2015 //

Last year was a strong year for advisors and their firms.

Advisor Productivity Is Rising. Here’s How.

March 30, 2015 // onwallstreet

Digital tools, tighter focus and robo advisor options may be making financial advisors more productive — but an aging client base presents the industry with a big problem, according to…

Advisor revenues up sharply in 2014: PriceMetrix

March 30, 2015 // Investment Executive

The industry is continuing its transition to fee-based revenue

Advisors Hit Record Productivity, Growth in 2014

March 30, 2015 //

Financial advisors experienced a boom year in 2014, earning record revenues while increasing client assets under management and client retention, according to a new report from PriceMetrix.

Advisory fees rise above 1% after bottoming in 2013

March 30, 2015 // Investment News

Report shows reversal of long downward trend in conjunction with increasing asset levels

PriceMetrix: 2014 was “record high” for industry, but challenges remain

March 30, 2015 // Private Asset Management

Advisor assets hit record highs for an “exceptionally strong” year for the wealth management industry in 2014, the fifth annual report from analytics software company PriceMetrix has revealed.