• 2016-2017 Bank Broker Dealer Study

2016-2017 Bank Broker Dealer Study


About this item

This is the first survey to focus only on bank-owned broker dealers, instead of banks and credit unions that work with third party BDs.

In addition to the metrics that Dr. Kehrer pioneered 25 years ago, this survey breaks new ground by providing new metrics on penetration of the institution's opportunity, efficiency ratios, advisor productivity, asset growth, asset and product composition, and key management metrics.