The Fountain of Growth

March 2015


In this edition of Insights, we examine the demographics confronting the retail wealth management industry.

As the average age rises for both financial advisors and their clients, the industry is undergoing a fundamental demographic transformation, impacting both advisors and wealth management firms. To help address these concerns and shed light on how demographics will impact advisor and firm growth, we delved into PriceMetrix’s aggregated database covering seven million retail investors, 500 million transactions and over 3.5 trillion in investment assets.

The insights we have uncovered in our study will help advisors and firms gain a clearer picture of the opportunities and risks inherent in their books of business in terms of the demographic shifts occurring in the industry.

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