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...
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...
May 12, 2021 | Advisors, Research, Study Groups
In our strategic dialogue in April, the conversation coalesced around the Kehrer Bielan research that demonstrates that when an advisor leaves a firm, the firm loses about $2 million in revenue, even if the advisor takes no clients or assets. The participants shared...
Apr 13, 2021 | Credit Unions, Financial Planning, Research
Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union. Members with a plan are more confident about their financial future, move more of their assets to the advisor who works with them on the...
Apr 7, 2021 | Industry Trends, Research, Third Party BDs
Results of Annual Checkup Spur Discussion of Growth Drivers During the virtual unveiling of the 2020/2021 Annual Industry Checkup on March 11, Tim Kehrer reviewed the past several years’ worth of performance data collected from the three thousand or so banks...
Mar 4, 2021 | Annuities, Research
The COVID-19 pandemic has heaped unprecedented uncertainty on the lives of millions of investing household and may have put a dent in those households’ financial confidence. For advisors and their firms, now is a good time to revisit one of the most striking findings...
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