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We've reshuffled our top 25 program managers to list them solely by average production per advisor. Here are the top 15.
September 14 -
The program rejoined Cetera's platform after a brief six-month stint with LPL.
September 14 -
Rob Comfort will lead sales operations and develop the firm's network of 400 advisors at more than 250 credit unions nationwide.
August 7 -
The deal will give the firms more resources to boost their technology and spur growth, according to an industry observer.
August 3 -
The regional bank is looking to broaden its wealth management offerings and recruit additional financial advisers.
July 28 -
So far this year, at least 9 banks switched their investment services programs to new third-party broker dealers. One outsourced its broker-dealer operations to a TPM for the first time.
June 14 -
More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.
June 7 -
Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?
June 7
Employee Benefit News and Employee Benefit Adviser -
Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.
June 7 -
While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.
June 7 -
The long merger trend among the broker-dealers behind the bank channel is likely over, and new banks are not joining the channel in a major way. Where will TPMs find growth?
June 7 -
The investment services programs of Athens Federal Community Bank and Androscoggin Bank command $201 million in client assets.
June 1 -
The former Fifth Third program manager will also help Cetera-affiliated banks and credit unions grow their wealth management programs by increasing client wallet share.
May 25 -
We've reshuffled our top 25 program managers to list them solely by team production. Here are the top 15.
May 24 -
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Read it straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.
May 3 -
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We've sliced and diced our top bank advisers to list the banks and TPMs based on the number of our winners in their ranks.
April 26
















