Community Bank  Investment Programs Report
    

TABLE OF CONTENTS

ACKNOWLEDGMENT OF REPORT SPONSOR

INTRODUCTION

About This Report and Its Benchmarks

Asset Classes

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

 

OVERVIEW OF PERFORMANCE - YEAR-END AND FOURTH QUARTER

Program Production

Fourth Quarter Program Production

Program Penetration

Program Growth

Program Concentration

Program Productivity

Program Density

Program Contribution

Revenue Mix

 

BANKS WITH ASSETS UNDER $4 BILLION

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

Leaders – Investment Program

Revenue Mix – Securities Brokerage

Revenue Mix – Annuities

Leaders – Securities Brokerage

Leaders – Annuities

 

BANKS WITH $1 BILLION - $4 BILLION IN ASSETS

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

Leaders – Investment Program

Revenue Mix – Securities Brokerage

Revenue Mix – Annuities

Leaders – Securities Brokerage

Leaders – Annuities

 

BANKS WITH $500 MILLION - $1 BILLION IN ASSETS

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

Leaders – Investment Program

Revenue Mix – Securities Brokerage

Revenue Mix – Annuities

Leaders – Securities Brokerage

Leaders – Annuities

 

BANKS WITH $300 MILLION - $500 MILLION IN ASSETS

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

Leaders – Investment Program

Revenue Mix – Securities Brokerage

Revenue Mix – Annuities

Leaders – Securities Brokerage

Leaders – Annuities

 

BANKS WITH $100 MILLION - $300 MILLION IN ASSETS

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

Leaders – Investment Program

Revenue Mix – Securities Brokerage

Revenue Mix – Annuities

Leaders – Securities Brokerage

Leaders – Annuities

 

BANKS WITH ASSETS UNDER $100 MILLION

Program Concentration

Program Penetration

Program Productivity

Program Density

Program Contribution

Leaders – Investment Program

Revenue Mix – Securities Brokerage

Revenue Mix – Annuities

Leaders – Securities Brokerage

Leaders – Annuities

 

BANK INVESTMENT PROGRAM INCOME - TABLES

 

COMMUNITY BANK INVESTMENT PROGRAM OVERVIEWS OF PERFORMANCE MEASURES

Mean Investment Program Income Performance Measures

Median Investment Program Income Performance Measures

Top Quartile Investment Program Income Performance Measures

Investment Program Income Production And Product Mix Performance Measures

 

COMMUNITY BANK INVESTMENT PROGRAMS - TOP 50 IN PROGRAM REVENUE BY ASSET-CLASS

Under $4 Billion in Assets - Nationally

Between $1 Billion - $4 Billion in Assets

Between $500 Million - $1 Billion in Assets

Between $300 Million - $500 Million in Assets

Between $100 Million - $300 Million in Assets

Under $100 Million in Assets

 

COMMUNITY BANK INVESTMENT PROGRAMS - TOP 50 IN PROGRAM REVENUE BY REGION

Northeast

Midatlantic

Southeast

Midwest

Southwest

West

 

COMMUNITY BANKS - TOP 50 IN SECURITIES BROKERAGE REVENUE BY ASSET-CLASS

Under $4 Billion in Assets - Nationally

Between $1 Billion - $4 Billion in Assets

Between $500 Million - $1 Billion in Assets

Between $300 Million - $500 Million in Assets

Between $100 Million - $300 Million in Assets

Under $100 Million in Assets

 

COMMUNITY BANKS - TOP 50 IN ANNUITY FEE INCOME BY ASSET-CLASS

Under $4 Billion in Assets - Nationally

Between $1 Billion - $4 Billion in Assets

Between $500 Million - $1 Billion in Assets

Between $300 Million - $500 Million in Assets

Between $100 Million - $300 Million in Assets

Under $100 Million in Assets

 

COMMUNITY BANK INVESTMENT PROGRAMS - TOP 50 FASTEST GROWING WITH MINIMUM INVESTMENT PROGRAM INCOME OF $150,000

Under $4 Billion in Assets - Nationally

Between $1 Billion - $4 Billion in Assets

Between $500 Million - $1 Billion in Assets

Between $300 Million - $500 Million in Assets

Between $100 Million - $300 Million in Assets

Under $100 Million in Assets

 

GLOSSARY

ABOUT THE AUTHOR

ORDER NOW


    

 

 

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