Description
The Study is a narrative report that identifies the most important trends in the data.
- The Annual Large Bank Study is considered a go-to resource for information on the most important trends impacting firms with more than 25 advisors.
- The findings contained in the Annual Large Bank Study frequently achieve you-heard-it-here-first status—these are the issues your business will be grappling with in the coming year.
- Covers year-over-year changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.