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 edition of our annual report, The state of North American retail wealth management, we will unpack this unexpected year. How resilient were business models in 2020? What was the impact of the...

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...

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.

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...

Total corporate bond market volume moderated in October following an exceptional September, with average daily notional volume (ADNV) at $51 billion—9% below last month’s quarter-end spike but still...

U.S. Treasury average daily notional volume (ADNV) traded in October came in just shy of $1 trillion, marking an 11% increase from October 2024. Treasury Bill trading between dealers and clients...

Municipal bond trading volume was up 18% year over year in Q3 2025, driven largely by investors looking to lock in yields ahead of what is expected to be a Fed rate-cutting cycle and continued strong...

The Voice of Client – 2025 Australian Equity Investors Study aggregates feedback from Australia’s largest Institutional Equity investors to identify the top brokers in Equity research, research sales...