Third Party BDs
The third-party broker dealers (TPMs) support the investment services businesses in 2,700 banks and credit unions. If you’re looking to evaluate a partnership with a TPM, or better understand TPMs as a distributor of annuity and investment products, Kehrer Group is the leading source for the information you need. We’ve tracked the business of the leading TPMs annually since 2006, and perform in depth due diligence on individual TPMs.
Available Third Party BD (TPM) Reports
2021-2022 Annual Industry Checkup (2022)*
Who Should Manage Your Advisors? (2022)*
2021-2022 Annual TPM Report (2022)*
Due Diligence Research on Individual Third Party Broker Dealers (TPMs)