Insights Whitepapers

MRI Compliance Infographic

MRI Analytics – Monitor. Review. Identify.

May 2016

Monitor. Review. Identify. Harness our dataset of over 60,000 advisors & seven million households to identify anomalous behaviour, quickly and easily.


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…

Cover  image of Stay or Stray Insights whitepaper report

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.

PriceMetrix_Flash of Insight_Gender Gap_November 2013

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…

PriceMetrix_Flash of Insights_Whales Pricing for Ultra High Net Worth_Jun 2013

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).

Cover image of PriceMetrix Insights whitepaper report Big Fish

Big Fish

May 2013

Larger households obviously bolster an advisor’s assets under management and increase an advisor’s growth trajectory. This issue of PriceMetrix Insights explores a range of topics relating to high net worth households.

Cover image thumbnail of the Insight whitepaper report The State of Retail Wealth Management 2012

The State of Retail Wealth Management, 3rd Annual Report

March 2013

In the 3rd annual edition of The State of Retail Wealth Management we examine results for key performance drivers across several years, including 2012.