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 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 pandemic on client relationships and pricing? And...

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 impacting the industry, with advisors and wealth...

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...

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...

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 advisors who are successfully adding new relationships...

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 global networks, innovative digital platforms,...

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 began to debate if a structural shift had occurred. This...