Dec 15, 2022 | Investments, Research
During one of the peer group discussions at our Top Director Awards, the finalists in the mega and large firm categories ruefully reported that, after a hiatus of several years, they were once again facing pushback from bankers about investment sales disintermediating...
Aug 5, 2022 | Advisors, Financial Planning, Research
You’ve all met this guy, at an industry conference or at the bar afterwards. Perpetual sceptic. “I don’t see that doing more planning helps an advisor sell more. I know lots of top producers who do no planning, and advisors who do lots of planning but are middling...
Jul 20, 2022 | Banks, Best Practices, Credit Unions, Research
Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of the Consumer Financial Decisions’ (CFD) MacroMonitor Survey, apparently, there is a constant need to make sure the company is receiving good...
Jun 17, 2022 | Bank BDs, Industry Trends, Research, Third Party BDs
According to this year’s Annual Industry Checkup, banks and credit unions that work with third-party broker dealers once again outperformed their counterparts with affiliate BDs. Gross investment services revenue in institutions affiliated with third-party BDs...
May 19, 2022 | Advisors, Industry Trends, Research, Uncategorized
Why the Findings of the Annual Industry Checkup Are Downright Frightening The financial institution investment services and insurance community enjoyed its best year in recent memory in 2021, as the nation shook off many of the effects of the COVID 19 pandemic....
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...
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