Sep 15, 2020 | Financial Planning, Study Groups
During last week’s Kehrer Bielan virtual study group on developing holistic advisors, the conversation on Reg BI turned to the controversy between the CFP Board and the SEC on the standard of care. Capital Rock’s Connor Thomas noted that the CFP used to be the only...
Aug 28, 2020 | Financial Planning, Study Groups
Participants in the recent Kehrer Bielan virtual study group on the development of holistic advisors confronted the slow pace of advisor adoption of planning. On average a bank-based advisor engages in planning with only 1.75 clients a month, up from 1.4 in 2015. ...
Oct 24, 2019 | Study Groups, Wealth Management
Asset And Revenue Growth Fall Short Participants at the Kehrer Bielan Wealth Management Study Group in Chapel Hill last week confronted an uncomfortable reality – the collective wealth management businesses in financial institutions continue to disappoint the C-suite...
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