Financial advisors at North American wealth management firms grew revenues to a record high in 2018. Remarkably, they did so without the market performance tailwinds that have propelled them for the...

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...

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.

This Insights report is made possible by PriceMetrix aggregated data representing 7 million retail investors, 500 million transactions, and over $3.5 trillion in investment assets. PriceMetrix...

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...

Europe’s domestic banks are increasingly at risk of losing ground in trade finance to larger regional and global banks that are winning over corporate clients with a powerful combination of broad...

As retail investors poured back into bonds in late 2022, and the percentage of those bonds held directly grew from 32% at the end of 2021 to 51%—their highest level since early 2013—the market...

Review key industry trends for the institutional investors market in Asia. Topics include current asset mix and expected allocation shifts, usage of ETFs, management fees, return expectations, key...

View which asset managers are ranked highest by intermediary distributors in Asia for various factors, including: client service and relationship management.