Apr 13, 2022 | Industry Trends, Investments, Research, Study Groups
Last year was a fabulous time to be providing financial advice in a bank or credit union. According to the 2021/2022 Kehrer Bielan Annual Industry Checkup, revenue was up almost 17%. The problem with that success, of course, is that financial institution management...
Apr 2, 2020 | Investments, Research
Annual Checkup Offers Clues to Impact of Crash in Equities Market The last market downdraft—during the last quarter of 2018—cast its shadow over the performance of the investment services business in banks and credit unions all during 2019. According to the...
Feb 26, 2020 | Advisors, Investments
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...
Dec 11, 2019 | Investments, Wealth Management
A new Cetera-sponsored study confirms the decades long shift back and forth in where the investment services business reports in the financial institution’s organizational structure. According to the Annual Consumer Investments Study conducted for the Consumer Bankers...
Apr 24, 2019 | Investments
According to the new study from Global Atlantic Financial Group and Kehrer Bielan—Gender Dynamics in Retirement Investor Households—32% of clients who advisors work with say they don’t know how much to save for retirement. But only 26% of client households where a man...
Jun 7, 2018 | Investments
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...
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