• Annual Industry Checkup 2019-2020

Annual Industry Checkup 2019-2020


About this item

Since 2012, Kehrer Bielan has combined proprietary and industry data to provide an annual review of the health of the investment services industry in banks and credit unions. The data for the 2019/2020 Annual Industry Checkup cover 2,202 of the banks and credit unions that provide investment services, which collectively manage 12,954 advisors. This year’s Checkup is sponsored by Cetera Financial Institutions.

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