Banco Popular de Puerto Rico

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

We are proud to present a new look at our top program managers, reshuffled and ranked by number of full-time advisors the managers oversee.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

For our ranking, we used a weighted average with five different variables (growth in team assets, growth in team production, average production per advisor, number of FAs manager oversees, and number of LBEs manager oversees).

In our May issue, Bank Investment Consultant will unveil its Top 20 Program Managers. Here is the second half of the listing (#11 through #20).

These managers just missed the cutoff for our upcoming top 20

Last week, we listed the 10 biggest banks by advisor headcount. They account for roughly half the bank channel. Most of the rest of the industry works through one of the third-party marketers.

Hundreds of small regionals and community banks account for about half the bank channel advisors. The other half lives at one of the top 10 banks (with the top two accounting for the majority.) Here is a countdown of the 10 biggest players in the bank channel this year, based on the total number of bank advisors.

Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.