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  • PriceMetrix Insights – Industry Remedies to the Small Household Challenge

    Published on Dec 14, 2010


    Company name: PriceMetrix Inc.

    This edition of Insights examines the small household challenge from the firm’s perspective. In the summer of 2010, we interviewed executives from seven of our client firms to obtain a North American view on how firms are addressing this critical business issue. Additionally, we examined small household concentration metrics, on a variety of dimensions, for 15 of our client firms, including the seven firms we interviewed, and representing over 15,000 advisor books. To respect the confidentiality of our clients, we will refer to them generically.

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