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...
Mar 13, 2019 | Conferences
The 2019 BISA Annual Convention is in the books. To the many individuals that we were able to interact with over the course the conference and to all of you who attended our sessions and panels, thank you. We appreciate your interest in our work and the opportunity to...
Mar 1, 2019 | Conferences
Last week you read about how the talent crunch is influencing firm strategy at every level, from talent development to training to compensation. There is another trend that is having a similarly profound impact on our industry – the decline in branch traffic and...
Feb 21, 2019 | Advisors, Conferences
Kehrer Bielan’s annual benchmarking surveys are in the field and from what we are hearing the competition for quality advisors remains intense. Some firms have responded to the crunch by developing an internal pipeline of talent to supplement their efforts to recruit...
Mar 22, 2018 | Conferences
We look forward to the BISA Annual Convention every year, and we always appreciate being part of a great event. We were particularly pleased to be able to contribute our insights to this year’s conference through many concurrent sessions and the peer group breakout...
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