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The State of Retail Wealth Management, 1st Annual Report
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The State of Retail Wealth Management, 1st Annual Report

An analysis on new records and general industry health

This report on the state of retail wealth management in North America examines multi-year results for key industry performance indicators and reveal several trends, such as the following:

  • advisor asset and revenue levels have reached record highs.
  • advisors are focusing their books on larger, more productive households.
  • fee-based accounts are growing but pricing is under pressure.
  • transactional business has achieved a solid recovery from 2008 in terms of volume and pricing.

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