Feb 26, 2020 | Advisors, Investments
Misconceptions are everywhere. Among many advisors and product managers, the perception exists that selling annuities to a client creates less loyalty than other products and services. Annuities, some argue, are a transaction product, not a relationship...
Feb 21, 2020 | Conferences, Wealth Management
Many banks and credit unions have been disappointed in the performance of the ways that they serve the wealth management needs of their clients. A recent Kehrer Bielan study found that the 20 largest BISA member institutions have captured only about 7% of the...
Feb 17, 2020 | Conferences, Financial Planning
Banks and credit unions are looking to financial planning to differentiate their advisors in an increasingly commoditized market for financial advice, develop deeper relationships with clients, and document that the advice they provide is in the client’s best...
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