Research From PriceMetrix Reveals Advisors Continue to Favor Fewer but Deeper Client Relationships
TORONTO, ONTARIO — (Marketwired) — 06/20/16 — Research conducted by PriceMetrix, the industry leader in practice management analytics software, found that in 2015 financial advisors worked with fewer clients but managed more of their assets. The findings concluded that advisors have a record high in accounts per household, and a record low of –single account– households. Both indicators have improved steadily over time, suggesting that clients are embracing more comprehensive wealth manag