How TPMs Stack Up by Assets Under Management
Third-party marketing firms are constantly looking to increase their assets under management, whether from finding new banks and credit unions as clients or poaching existing clients from competitors.
Total assets under management in the bank channel totaled $285 billion at the end of 2014, according to the latest Kehrer Bielan Annual TPM Report. That figure includes brokerage assets, direct mutual funds, annuities and separate accounts.
Here are all the TPMs in the report ranked by total AUM. We also highlight brokerage assets and the number of bank advisors for each company.