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The State of Retail Wealth Management, 3rd Annual Report
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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

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