• Annual Industry Checkup 2017-2018

Annual Industry Checkup 2017-2018


About this item

The Kehrer Bielan Annual Industry Checkup, the only publication that tracks the size and health of the bank brokerage industry, has been updated for 2018 and is now available.

The Annual Checkup provides updated benchmarks for year-over-year changes in key metrics such as:

  • Total revenue
  • Advisor headcount
  • Advisor productivity
  • Assets
  • Assets per Advisor
  • ROA

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