The State of Retail Wealth Management 2018

April 2019

Our newly published 8th annual report on the State of Retail Wealth Management is entitled ‘Making Choices, Finding Growth’.  This report is drawn from PriceMetrix data collected from more than 25 wealth management firms in North America, and includes detailed positions and transactions information representing 12 million retail investors and $6 trillion in assets.

By all accounts, 2018 was a terrific year for North American financial advisors. They deepened existing client relationships. They added more new clients. They grew revenues despite emerging instability in market performance.  This report looks specifically at the drivers of advisor growth, with an emphasis on how pricing and client demographics are impacting advisory firms.

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