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 metrics are reported as of December 31, 2014. As in past studies, PriceMetrix found no significant differences between the U.S. and Canadian markets, so all results presented in this paper are for the combined North American market.

This Insights report is drawn from the PriceMetrix aggregated database representing seven million retail investors, 500 million transactions, and over $3.5 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data with proprietary measures of revenue, assets, and households to create the most insightful and granular retail wealth management database available today.

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