• Millennials Already Focused on Retirement

    Other Concerns Reflect Life Stage PrioritiesRetirement may be decades away for most Millennials, but according to new Kehrer Bielan research they are already preparing for it. When asked to identify the most important goal for their savings and investments, more Millennial households chose "Providing for retirement" than any other priority.While retirement is top of mind for Millennial households, nearly as many Millennials chose "Buying a Home" as their top financial priority. Providi...  Read More...

  • Is the Way to a Millennial's Heart Through Their Smartphone?

    For investment services firms trying to reach members of the Millennial generation, consider this: nearly half of all Millennials say they use an app on their smartphone or tablet to connect to a financial institution at least once during a typical month.In fact, Millennial households are 118% more likely than older households to use financial institution apps.The rise of mobile apps comes at a time when banks and credit unions are struggling to reach Millennials through traditional means. Kehre...  Read More...

  • Largest Bank BDs Dominate Bank Annuity Market

    Top 25 Firms Account for More than Half of All Financial Institution Annuity SalesAccording to new Kehrer Bielan research, the 25 largest bank broker dealers produced almost $22 billion in fixed and variable annuity premium last year, 57% of the total sold by all banks and credit unions.The ten largest third party broker dealers, which support annuity and investment sales in 2,559 banks and credit unions, accounted for 38% of the total annuity premium sold through financial institutions. The rem...  Read More...

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