The industry is continuing its transition to fee-based revenue
HNW investors are adding fee-based accounts more often than other clients
Challenges remain in pricing and equity trading volumes
Account size matters; youth counts
ClientCheck joins ValueOne productivity suite
Productivity solution expanded to all advisors in 17 offices
Schedule intended as reference for U.S. financial advisors
Toronto-based Macquarie Private Wealth has agreed to purchase software from PriceMetrix to support its Canadian practice management efforts, PriceMetrix said Tuesday. Terms of the deal were not disclosed.“The ValueOne Program is a strategic investment that demonstrates our commitment to providing substantial resources to advisors to help them build their business,” says Bruce Kagan, CEO, Macquarie […]
Advisors achieving meaningful results, firm says
Brokerage to deploy PriceMetrix program to 1,330 advisors