Aug 28, 2020 | Financial Planning, Study Groups
Participants in the recent Kehrer Bielan virtual study group on the development of holistic advisors confronted the slow pace of advisor adoption of planning. On average a bank-based advisor engages in planning with only 1.75 clients a month, up from 1.4 in 2015. ...
Aug 12, 2020 | Advisors, Research
More advisors key to increasing investment services penetration and revenue Financial institutions have a growth mandate—to grow deposits, market share, net income and the return on average equity. Many institutions also have a strategic imperative to increase...
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