We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships. Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.
This edition of our annual State of Retail Wealth Management looks critically at several aspects of growth. How have so many advisors been successful at achieving growth? What roles do demographics and pricing play? What threats lie ahead for both...
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.
Several PriceMetrix clients wanted to know if statistical analyses could be deployed, much as they are in baseball, to help them ensure – rather than simply assume – that they are recruiting the right candidates and allocating resources to those...
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.
Client retention and attrition are metrics to which every financial advisor who wants to grow his or her business needs to pay close attention. Whether planning for growth, succession or simply increased productivity, every advisor needs to have a...
Customization is a critical component of asset management success. Institutions are increasingly seeking tailored solutions to meet their unique needs. Asset managers must balance customization with operational efficiency to remain competitive. Our...
For the first time since 2022, Asian fund distribution platforms have reported positive net asset growth across equities, fixed income multi-asset funds.
The evolution of buy-side front-office trading technology continues. Providers of order management systems (OMS), execution management systems (EMS) and portfolio management systems (PMS) are continuously updating their capabilities and product...
Japanese institutional investors are dramatically cutting back on new asset manager hires and slowing the pace of their ongoing shift toward private assets in their portfolios.
European investors enter 2025 with a surprising level of optimism given the set of economic, political and geopolitical challenges facing Europe’s investment markets.
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