Who Should Have a Financial Plan?

Apr 13, 2021 | Credit Unions, Financial Planning, Research

Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union.  Members with a plan are more confident about their financial future, move more of their assets to the advisor who works with them on the...

Getting Back to Growth

Apr 7, 2021 | Industry Trends, Research, Third Party BDs

Results of Annual Checkup Spur Discussion of Growth Drivers   During the virtual unveiling of the 2020/2021 Annual Industry Checkup on March 11, Tim Kehrer reviewed the past several years’ worth of performance data collected from the three thousand or so banks...