Every year since the 2020 inflection point, the pace of change has felt monumental, and 2025 was no different. Endless artificial intelligence (AI) innovation, a complete change in regulatory...

Alternative data is getting closer to the tipping point. Almost half of buy-side professionals in our recent study describe themselves as medium-frequency users, with a significant proportion...

Crisil Coalition Greenwich's latest research reveals that as Europe's financial markets navigate heightened volatility, fund distributors are prioritizing stability and diversification, seeking...

Crisil Colition Greenwich published its previous paper on the U.S. Securities and Exchange Commission’s (SEC’s) central clearing mandate of U.S. Treasury securities and repo in Q2 2025. ...

The go-live date to T+1 advanced settlement of securities came and went and was mostly uneventful in the U.S. While the rest of the globe is preparing for similar settlement times, many capital...

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. In this Insights report, we look at the many...

The retail wealth management industry is undergoing a fundamental demographic transformation, as the average age rises for both financial advisors and their clients. This seismic shift is already...

This edition of Insights, focuses on new client acquisition. Using our granular and longitudinal industry dataset comprising 10 million North American wealth management clients, we look at how...

This report is made possible by PriceMetrix aggregated retail brokerage data representing 6 million investors, 500 million transactions, 1.6 million fee-based accounts, 7 million transactional...

In this latest edition of our annual State of Retail Wealth Management, we examine the business performance of full-service financial advisors (FAs) at North American retail wealth management firms.