Bank Broker Dealer Study Dashboard

  • Focused on banks that own their broker dealer
  • Key trends and performance benchmarks
  • Covers calendar year 2022
  • 22 participants

2022–2023 Bank Broker Dealer Study Dashboard (September 2023)

Available Reports:

The Dashboard is a matrix of 50 different performance metrics tracked in the survey.

  • The Dashboard is used by executive management in the bank BDs to assess the strengths and weaknesses of the business , and to identify strategies for growth.
  • We hear from many of the bank BDs who purchase the Dashboard every year that it has become one of the most important tools they use during planning season.
  • The Dashboard is such a powerful tool that it often forms the foundation of the full-service consulting we have performed for dozens of the largest bank investment programs.

The Study is a narrative report that identifies the most important trends in the data.

  • The Annual Bank BD Study is considered a go-to resource for information on the most important trends impacting the bank brokerage industry.
  • The findings contained in the Annual Bank BD 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.


Financial Institutions Product & Service Providers
2022-2023 Bank BD Study    $500 $1,000
2022-2023 Bank BD Dashboard $1,000 $1,500
Study and Dashboard Package $1,250 $2,000


View the List of Participants

View the List of Metrics

View the Bank BD Study


Questions? Looking for a prior year’s study? Contact 

2022-2023 Bank Broker Dealer Study Dashboard


2022-2023 Bank Broker Dealer Study and Dashboard


Participate in Our Surveys

We treat the firms and individuals who provide us data as true partners, keeping the data they provide confidential, and delivering analyses that are timely and actionable in exchange for their participation in our research.

If you are interested in participating in our surveys, please contact: