TPMs: Which Ones Racked Up the Most Advisory Business?

By Margarida Correia

Published June 23, 2015, 6:10 p.m. EDT

1 Min Read

Third-party marketing firms are encouraging the banks and credit unions they work with to increase their fee-based revenue. In 2014, the 2,833 financial institutions they served generated $314.5 million in advisory business, up 28% from the previous year, according to the latest Kehrer Bielan Annual TPM Report.

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Which TPM firms posted the most fee-based business? Bank Investment Consultant ranks them here in ascending order.

For a related story on TPMs and their growth strategies, click here, and for a single-page version of this slide show, click here.  Margarida Correia

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Margarida Correia

Former associate editor

Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.

For reprint and licensing requests for this article, click here.

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