For our signature rankings, we use use more than one statistic. With this year's program managers, we used four: the number of advisers they oversee, team assets under management, percentage growth in team production, and production per adviser.
Here we show the program managers who topped the list in each of those individual categories. We also added two more metrics here that we didn't use in the overall ranking (percentage growth in team assets, and tenure in the wealth management industry.)
- In a tough year for bank wealth management, these bosses kept their advisers focused – and boosted business.
- Here we present the program managers who won in each metric used to determine the main Top 25 ranking (and more).
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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 - Here’s how our top program managers handle the double-whammy of greater competition and heightened regulation.
- As profit and distribution models evolve, branch advisers who primarily serve the middle market will fade.