Disappointing growth in investment services revenue and the disruption created by the impending Department of Labor fiduciary standard for retirement accounts have caused some banks and credit unions to reconsider whether they should be in the investment services or wealth management business at all. Cetera Financial Institutions commissioned Kehrer Bielan to refresh everyone’s understanding of the vast potential that financial institutions have in capturing the investible assets of their clients, and identify the ways to obtain that opportunity.

 

Leaving Money on the Table: The Financial Institution Opportunity in Investment Services draws upon a nationally representative survey of 4,405 households and Kehrer Bielan’s proprietary database of performance benchmarking research. It is available for complimentary download from the Cetera Financial Institutions website.

 

Among key takeaways, you will learn:

• Which financial service providers are considered the most trusted among U.S. households.
• How client loyalty translates to greater revenue and profitability.
• Why adding an investment relationship to an existing banking relationship may have a positive impact on an institution’s future assets.
 

 

 


Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, member FINRA/SIPC