https://www.pricemetrix.com/resource-center/insights-whitepapers/

PriceMetrix

Insights Whitepapers

The State of Retail Wealth Management 2017

May 2018

Our 7th edition of The State of Retail Wealth Management uncovered trends in the wealth management industry including record highs in both assets and revenues per advisor and an accelerating…

Organic Growth Insights December 2017

December 2017

Our most recent Insights edition looks at a topic that has garnered considerable attention lately: organic growth.  While wealth managers are increasingly counting on organic growth as a means of…

The State of Retail Wealth Management 2016

June 2017

In this edition of the The State of Retail Wealth, we look at the trends in the retail wealth management industry and the factors behind these trends including: A second…

Teams in Retail Wealth Management

October 2015

For financial advisors, working as part of a team is more popular than ever, with 55% of advisors working within some sort of team-based arrangement. And that number is growing –…

Cover of Whitepaper - The State of Retail Wealth Management, 5th Annual Report

The State of Retail Wealth Management, 5th Annual Report

March 2015

In this, our fifth edition of The State of Retail Wealth, we look at the trends in the retail wealth management industry and the factors behind these trends. Key performance…

The Fountain of Growth

March 2015

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

The State of Retail Wealth Management, 4th Annual Report

April 2014

In our 4th edition of Insights, we examine multi-year results for key performance metrics in the North American retail wealth management industry. All results are reported as of December 31st, 2013. PriceMetrix…

Stay or Stray

January 2014

This edition of Insights explores the characteristics of clients who are more (or less) likely to stay with their advisors and the characteristics of advisors who are able to keep them.

Is There a Gender Gap in Retail Wealth Management?

November 2013

With all the discussion around gender differences in retail wealth management, it’s worth asking the question: “are these differences reflected in male and female advisors’ practices?”  Do they differ in…

WHALES: Pricing for Ultra-High Net Worth Clients

June 2013

In this Flash of Insight, we examine fee-based and transactional pricing for ultra-high net worth households. We define ‘ultra-high net worth’ as a minimum of $10 million in investable assets (near the 90th percentile for assets among high net worth households).

12