The State of Retail Wealth Management, 3rd Annual Report

The State of Retail Wealth Management, 3rd Annual Report

The health of the retail wealth management industry remains robust

In this edition, we examine multi-year results for key performance metrics in the North American retail wealth management industry. The report highlights several trends, including the following:

  • return to growth in both advisor assets and revenue
  • a continued decline in equity trade volume that suppresses revenue growth
  • continued transition to a fee-based model, though the rate of transition has slowed
  • pricing on new fee-based accounts weakened
  • advisors are focused on growing and deepening relationships with larger clients

Connect with PriceMetrix