p17ormpgcv1kseasp153c8dlfto6.JPG

Who are the Biggest B/Ds for Banks?

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. Here’s a list of the 7 biggest competitors in that field, along with some stories we’ve had recently on each one.

Source: Tiburon Strategic Advisors and the listed companies
p17ormpgcvohoj3m1ovlvlq3jb7.JPG

7. Investment Centers of America

ICA Expands Practice Management Program to Make Advisors More Efficient
p17ormpgd01acadp3132d9fb15i8.JPG

6. CUSO Financial

New England Federal Credit Union Moves Investment Program to CUSO

Pentagon Federal CU Returns Program to CFS
p17ormpgd0j4o4rfbvu171ijd99.JPG

5. CUNA Mutual

Live Your Brand 24/7
p17ormpgd05ef1d2n1ntonqt1inua.JPG

4. Raymond James

Advisors Cheer Raymond James Compensation Change

Raymond James Unveils New Advisor Pricing

Raymond James Reports Blah February Performance
p17ormpgd01th91ju51l3nsmk193hb.JPG

3. Invest Financial

INVEST Signs Three New Credit Unions

Invest Financial Turns the Big 3-0
p17orrof5ipjdrml1acje662896.jpg

2. Cetera Financial Institutions

IAB Financial Bank Switches Investment Program to Cetera

Cetera Launches Portfolio Rebalancing Tool
p17ormpgd114bruov1t9b18bpngud.JPG

1. LPL Financial

LPL to Bolster Licensed-Branch-Employee Platform
LPL Hires Veteran Executive
LPL Launches Group Focused on Retirement Plans

MORE FROM FINANCIAL PLANNING
Load More