The state of retail wealth management report

This report is based on insights drawn from PriceMetrix’s proprietary database, representing 24 North American wealth management firms, with over $5 trillion in assets under management, more than 60,000 financial advisors, 10 million retail investors and 500 million transactions. PriceMetrix’s data set, is the most comprehensive and granular of its kind, covering nearly one-third of retail assets managed by full service financial advisors.