Who Should Manage Your Advisors?



CUNA Brokerage Services, Inc. (CBSI) commissioned Kehrer Bielan to analyze data that could inform that decision about which partnership model to choose.

We compare institutions with the full-service BD partnership with institutions using the BD-supported partnership to determine which model:

  • Performs better in delivering investment services, and
  • Results in more net revenue to the institution.

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