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Annuity Owners More Confident About Their Financial Future

The COVID-19 pandemic has heaped unprecedented uncertainty on the lives of millions of investing household and may have put a dent in those households’ financial confidence.  For advisors and their firms, now is a good time to revisit one of the most striking findings...

FAQ: Can Institutions/Financial Advisors Charge for Financial Planning?

Kehrer Bielan Study Answers Yes As Kehrer Bielan consults with banks and credit unions on improving the business performance of their investment services, one of the most frequently asked question is, “Do any financial institutions charge for planning?”  Our recent...

Looking for Your Advisors to Embrace Planning?

Put it in Their Business Plans   The evidence from Kehrer Bielan research is clear – financial planning is a win-win-win for the client, the advisor, and the firm; clients with plan are more confident about their future, move more of their assets to the advisor...

Who Should Prepare Plans for Your Clients?

New Study Says Include Professional Planners in the Mix   Most financial institutions rely on financial advisors to prepare and deliver financial plans.  But a new Kehrer Bielan study sponsored by Ameriprise Financial Institutions Group found that firms that...

The Path to Primacy

How Credit Unions Can Engage More Members with Holistic Advice   Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other providers of financial services. And...

How Many Bank-Based Advisors Have Planning Designations?

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...