Our popular Top 25 Program Managers ranks the top bank wealth management bosses on a weighted average of multiple variables. We take a fresh look at all 25 and re-ranked them based solely on 2016’s team revenue. This metric is a product of adviser headcount and revenue-per-adviser, which are two other statistics we collected and we’ll rank our winners on each of those down the road. So check back for future installments of the top program managers.
Scroll through here to see the highest producing teams. The numbers after the program managers’ names show where they ranked on our original list.
- 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).
- As profit and distribution models evolve, branch advisers who primarily serve the middle market will fade.
-
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.