Bank BDs | Kehrer Bielan Research & Consulting

Bank BDs Make Progress in Rightsizing Client Books

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...

Bank BDs Overestimate Revenue Hit from the Pandemic?

Jul 22, 2020 | Bank BDs, Research

Early results suggest that the management of investment services in banks and credit unions expected a larger drop in revenue in the second quarter than they experienced. Cramer + Associates has published its monthly BD Revenue Report for June, and it indicates that...

Capturing Client Assets

Jul 24, 2018 | Bank BDs

The Most Important Metric You Probably Don’t Track According to the Kehrer Bielan 2017-2018 Bank Broker Dealer Report, the typical advisor in a bank broker dealer increased production by 6.1% last year to $471,818. While that closely-watched metric was evidence of a...

Play It Again Sam: Recurring Revenue Accounts For Almost Half Of Bank BD Production

Jul 5, 2018 | Bank BDs

But Focus On Managed Money Constrains Life Insurance Sales Last year 47% of the revenue produced in the banks that own their own broker dealer was from recurring sources. According to this year’s Kehrer Bielan Bank BD Study, the share of investment services revenue...

Bank BDs Make Progress in Rightsizing Client Books

Bank BDs Overestimate Revenue Hit from the Pandemic?

Capturing Client Assets

Play It Again Sam: Recurring Revenue Accounts For Almost Half Of Bank BD Production

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