Jan 6, 2022 | Advisors, Financial Planning, Research
Findings from the 2021 Kehrer Bielan Top Directors Awards Parsing the performance data from the investment services practices in 406 banks and credit unions to identify the 71 best performers provides a window into what makes an investment services firm great.1 One...
Nov 22, 2021 | Advisors, Study Groups
At the fall meeting of the Kehrer Bielan Leadership Study Group in Chapel Hill, Tim Kehrer reiterated the case for increasing financial advisor headcount. “Again and again we find that adding financial advisors is the most promising runway to increasing investment...
Aug 30, 2021 | Advisors, Best Practices, Research
Most of us are under pressure to grow our business. While 2021 is shaping up to be a strong growth year, riding the wave of eye-popping market highs, the last several years have seen almost no growth in investment services revenue in financial institutions. In the...
Jul 21, 2021 | Advisors, Bank BDs, Research
Nationwide-sponsored Study Finds Reduction in Clients per Advisor A notable feature of investment services in financial institutions is the large number of clients served by each financial professional, compared to the client books of wirehouse or RIAs. The...
Jul 14, 2021 | Advisors, Financial Planning, Study Groups
We first launched the Kehrer Bielan Highlighter to share our most important findings, insights, and commentary in bite-sized pieces. Today we are excited to launch a new way for you to access our great content. Introducing the Kehrer Bielan Highlighter on YouTube. Now...
May 24, 2021 | Advisors, Research
Older advisors tend to be a firm’s top producers. Advisors build their book over time and become the anchors of the firm’s production. But new evidence from Kehrer Bielan research suggests that many of these more senior advisors are actually underperforming. As part...
Recent Comments