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...
Jan 6, 2022 | Advisors, Financial Planning, Research
Findings from the 2021 Kehrer Bielan Top Directors Awards Parsing the performance data from the investment services practices in 406 banks and credit unions to identify the 71 best performers provides a window into what makes an investment services firm great.1 One...
Aug 30, 2021 | Advisors, Best Practices, Research
Most of us are under pressure to grow our business. While 2021 is shaping up to be a strong growth year, riding the wave of eye-popping market highs, the last several years have seen almost no growth in investment services revenue in financial institutions. In the...
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...
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