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Insights Whitepapers

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.

Moneyball PriceMetrix Insights Whitepaper report cover image

Moneyball for Advisors

November 2012

In this edition of Insights, the PriceMetrix Insights Lab confirms that analytics can indeed be used to gain an informed advantage in recruiting and development.

Decreasing Year-Over-Year Trade Volume – Fact or Fantasy?

September 2012

A recent report from the World Federation of Exchanges stated that global trading in equities in the first six months of 2012 dropped by 18.9% compared to the same period the previous year. This Flash of Insights takes a look at the trading activity of specifically retail investors using our aggregated retail wealth management database. Is the decrease as severe as the overall, market-wide figures?

Transition to Fee Whitepaper Cover Thumbnail

Transitioning to Fee

August 2012

In this edition of Insights, we take a look at key metrics related to making the shift toward a fee-based business.

RRSP Accounts: Good for your clients, good for you

February 2012

Clients with one or more RRSPs have deeper, more productive relationships with their Investment Advisors. In fact, taking the opportunity to add a retirement account to your client relationship can improve household productivity by as much as 30%. Find out more, in this issue of Flash of Insights.

The State of Retail Wealth Management, 2nd Annual Report

February 2012

In this edition of Insights, we examine multi-year results for key performance drivers of North American retail wealth management.

IRA & 401(k) Accounts: Good for your clients, good for you

February 2012

Clients with one or more IRA/401(k)s have deeper, more productive relationships with their Investment Advisors. In fact, taking the opportunity to add a retirement account to your client relationship can improve household productivity by as much as 38%. Find out more, in this issue of Flash of Insights.

The State of Retail Wealth Management, 1st Annual Report

February 2011

This inaugural report of Insights examines multi-year results for key performance drivers of North American retail wealth management.

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