Market Metrics
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Market Metrics provides market intelligence based on annual surveys of more than 15,000 wirehouse brokers, regional brokers, independent financial planners, insurance agents and bank reps. We also conduct more than 500 interviews with senior executives at leading broker/dealers, banks and life brokerage agencies.

These surveys cover a wide range of topics, including:

  

 
 
  • What exactly do customers want from the financial
    services providers with whom they work?

  • What are the strengths and weaknesses of each competitor?

  • What are the best practices of the leading
    competitors?

  • Who is likely to gain and lose market share in
    the coming year, and why?

Market Metrics research provides the answer to all of these questions, and many more, with unbiased, quantitative market data. Our studies include:

 

           Asset Management

       •  Mutual Funds
       •  Separately Managed Accounts
       •  Investment-Only 401(k) and VA
       •  529 College Savings Plans
       •  Mutual Fund Provider Websites                        
                      Insurance

     •  Variable Annuities
     •  Universal and Variable
         Life Insurance
     •  Variable Annuity Provider Websites                        		  
 
1250 Hancock Street, Suite 810N Quincy, MA 02169 Telephone: 888-520-6650 Fascimile: 617-376-0004