The Kehrer Bielan team has spent nearly 100 collective years in this industry. We want to help this industry continue to grow and prosper, just as it has helped us. And we hope that the research we conduct helps point the way. To give back, we have launched the Kehrer Bielan Highlighter to share some of our most important findings, insights, and commentary.

 

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Recent Highlighters

Referrals Continue to Free Fall as Branches Adapt to Lobby Restrictions during Crisis

Referrals from branch staff have been a defining aspect of investment services in banks and credit unions. The availability of qualified referrals has helped attract advisors to financial institutions and helped banks and credit unions pay out 5 to 6 percentage points...

Will This Crisis Force Advisors to Adopt a Planning-Based Approach?

Our research shows that 68% of Advisors engage fewer than 2 households a month in a holistic planning-based conversation.     Firms have allowed some advisers to opt-out of the holistic planning approach, remain transactional and hoard clients not to upset...

Financial Institution Securities Community Shares Best Crisis Management Practices

The Kehrer Bielan team facilitated a conference call on March 25th to help the participating firms manage through this time of uncertainty. The call channeled the spirit of our community’s long history of collectively benefiting when coming together to help one...

A Greater Guarantee

Advisors Receive A Raise In 2020 An important component of 2020 advisor incentive plans is the new FLSA Rule which raises the minimum salary thresholds for exemption from overtime pay starting January 1, 2020. To qualify for the exemption, employees generally must be...

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Addressing the Decline in Financial Planning

Financial planning is one of the best ways that financial advisors can differentiate themselves in an increasingly commoditized market for financial advice. While firms urge advisors to incorporate planning into their practice, bank-based advisors have been slow to...

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For Most Advisors, the Payoff from Planning Seems Slim

Getting Over A Startup Hurdle To Reap The Rewards Most advisors in banks and credit unions resist financial planning, or go through the motions to check the boxes that management builds into the incentive program. The average number of goal plans created or updated is...

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Annuity Owners More Confident

But Annuities Get No Respect In the world of investing, fixed-rate and index annuities are dismissed as not worthy of a savvy investor’s attention. Indeed, for some, annuities are the object of scorn. Ken Fisher, the ubiquitous money manager, uses the tagline, “I hate...

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Assets Flow to Providers of Financial Plans

According to the MacroMonitor, 11 percent of US households have a written financial plan, but only 10% of them – 1% of all US households – have obtained that plan where they bank. As banks and credit unions consider the extent to which their financial advisors have...

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How Much Are Referrals Worth to an Advisor?

Highlights From The 2018 Advisor Compensation Study Over the past few years firms have felt the impact of an ever-increasing market demand for high performing Financial Advisors. The changing behavior to greater advisory revenue has created an increased emphasis on...

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