Our Insights

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The value of personal advice: Wealth management through the pandemic

– The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management.
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Women as the next wave of growth in US wealth management
– An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30... trillion opportunity by the end of the decade.
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The state of North American retail wealth management
– Nothing will pay more dividends in the long run than serving as trusted advisors and guiding clients through the months ahead.... Financial advice has never been more important.
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On the cusp of change: North American wealth management in 2030
– The North American wealth-management industry will undergo meaningful changes in the next ten years, influenced by evolving customer... segments and rules of engagement, rapid technological advances, and shifting competitive dynamics.
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Making choices, finding growth: State of North American retail wealth management
– The market-performance tailwinds that have propelled North American financial advisors for the past several years subsided. Advisors... still posted record-high revenues in 2018.

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Wealth management in an era of robots, regulation, and new money
– By redirecting focus, wealth managers can successfully respond to challenges brought on by digital disruption, demographic shifts,... and tighter regulation.

Organic Growth Insights December 2017
New client acquisition and organic growth

Teams in Retail Wealth Management
Team-based wealth advice as a winning formula

The State of Retail Wealth Management, 5th Annual Report
While the retail wealth industry enjoyed a strong year, it continues to face challenges

The Fountain of Growth
Demographic transformation in wealth management

Moneyball for Advisors
Does the Moneyball revolution in baseball have anything to teach retail wealth management?

The State of Retail Wealth Management, 4th Annual Report
After a successful year for the industry, some indicators raise questions about the sustainability of advisor’s books in the long... term

Stay or Stray 2
Putting some numbers behind client retention new

Big Fish
Behaviors and characteristics of the high net worth client

The State of Retail Wealth Management, 3rd Annual Report
The health of the retail wealth management industry remains robust

Transitioning to Fee
Prepare to switch tracks after knowing the facts
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