Aug 12, 2020 | Advisors, Research
More advisors key to increasing investment services penetration and revenue Financial institutions have a growth mandate—to grow deposits, market share, net income and the return on average equity. Many institutions also have a strategic imperative to increase...
Jul 22, 2020 | Bank BDs, Research
Early results suggest that the management of investment services in banks and credit unions expected a larger drop in revenue in the second quarter than they experienced. Cramer + Associates has published its monthly BD Revenue Report for June, and it indicates that...
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...
Jan 16, 2019 | Advisors, Research
In a challenging recruiting environment, financial institutions are now able to find an advisor to fill a vacancy one month faster than three years ago. That was one of the key findings from a recent study – Where Will the Next Generation of Advisors Come From? –...
Dec 13, 2018 | Advisors, Research
Kehrer Bielan research has demonstrated that unwanted advisor attrition costs a firm $2 million when the advisor leaves for another firm, yet financial institutions continue to churn advisors, losing advisors every year and replacing them, only to lose a similar...
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