Banks and Credit Unions Struggle to Grow Advisor Force

Annual Checkup Reveals Softness In Growth Engine While financial institutions grew their revenue a robust 9% in 2018, this year’s Kehrer Bielan Annual Industry Checkup identified a troubling trend: banks and credit unions are losing ground in the uphill climb to...

Bank-Based Advisors Add More Advisory Assets

Maintain Level Of Asset Acquisition, Shift Away From Transaction Business In last year’s benchmarking surveys, Kehrer Bielan found that the typical advisor in a bank or credit union added $7.4 million in new client assets, slightly more than the $7.3 million of asset...

One Topic You Didn’t Hear Enough About at BISA

The 2019 BISA Annual Convention is in the books. To the many individuals that we were able to interact with over the course the conference and to all of you who attended our sessions and panels, thank you. We appreciate your interest in our work and the opportunity to...

Your Clients Are More Valuable Than Ever Before

Last week you read about how the talent crunch is influencing firm strategy at every level, from talent development to training to compensation. There is another trend that is having a similarly profound impact on our industry – the decline in branch traffic and...