PriceMetrix, a Toronto-based practice management software and research firm, concluded the average number of clients per advisor slipped 4% in 2014 to 150 while client assets jumped 11% to $628,000. Financial Planning …
PriceMetrix, a Toronto-based practice management software and research firm, concluded the average number of clients per advisor slipped 4% in 2014 to 150 while client assets jumped 11% to $628,000. Financial Planning …