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...

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...

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...

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...

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...

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.

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...

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...