Myth Busters: Harnessing the Consumer View

Misconceptions are everywhere.   Among many advisors and product managers, the perception exists that selling annuities to a client creates less loyalty than other products and services. Annuities, some argue, are a transaction product, not a relationship...

Throwing Baby Out with the Bath Water

Identifying The Hidden Assets In Your Client Base In a recent Kehrer Bielan flash survey, 71% of the 47 participating firms indicated that they are segmenting their client base and limiting access to traditional across-the-desk advisors for clients with small account...

More Customers Can Invest Where they Bank Than Ever Before

The number of banks offering investment services has declined almost every year for the past several years. But the banking industry has been consolidating even faster. As a result, the share of banks offering investment services has increased substantially. According...