• 2017-2018 Bank Broker Dealer Study and Dashboard

2017-2018 Bank Broker Dealer Study and Dashboard


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The Bank Broker Dealer Study identifies the most important year-over-year trends in the data, including changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.

The Industry Dashboard provides a highly detailed overview of the investment services businesses in the 29 bank BDs that participated in the survey. The dashboard describes the range of experience across 50 key metrics, including penetration of the institution‚Äôs opportunity, profitability and efficiency ratios, advisor productivity, asset growth, asset and product composition, and key management and expense metrics.