The Return to Retail
After years of developing their platform, The Retail Banking Industry is enjoying an unparalleled period of
growth and success. Opportunities borne from product innovation, mergers, technology and new customer
segments are driving it to new heights.
As a result, the retail bank advisor has become an influential and powerful
channel within the financial advisor industry. With more and more banks
expanding their investment services centers, now is the time capture
the attention of the retail bank advisor and harness the potential of
this lucrative market.
Did you know?
Banks currently hold 40% of all U.S. consumer
investable assets – a total of $6 trillion
Throughout the U.S. there are more than 9,000
banks offering financial investment products
More than 52,000 financial advising professionals are employed by the retail banking sector
Banks are responsible for more than 40% of all annuity sales
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