Sep 26, 2023 | Banks, Benchmarking, Research
Annual Study Shows Mixed Performance Advisor headcount in the regional and community banks that partner with the third-party broker dealers declined for the third time in the past four years. While the slippage was small—1.8% —it was enough of a setback to...
Sep 12, 2023 | Bank BDs, Research
Advisor headcount in the bank-owned BDs increased for the first time since 2016, according to the 2022/2023 Kehrer Bank Broker Dealer Survey. While the increase was small— 2.5%—the reversal of the slow decline in the advisor force was welcome news, as adding advisors...
