May 19, 2022 | Advisors, Industry Trends, Research
Why the Findings of the Annual Industry Checkup Are Downright Frightening The financial institution investment services and insurance community enjoyed its best year in recent memory in 2021, as the nation shook off many of the effects of the COVID 19 pandemic....
Apr 27, 2022 | Advisors, Bank BDs, Banks, Compensation, Credit Unions, Third Party BDs
Comparing the Performance of Advisors Employed by the Institution or Its BD Partner Financial institutions working with third party broker dealers face a choice of employing and managing their financial advisors or outsourcing the employment and management of the...
Jan 6, 2022 | Advisors, Financial Planning, Research
Findings from the 2021 Kehrer Bielan Top Directors Awards Parsing the performance data from the investment services practices in 406 banks and credit unions to identify the 71 best performers provides a window into what makes an investment services firm great.1 One...
Nov 18, 2021 | Advisors, Study Groups
At the fall meeting of the Kehrer Bielan Leadership Study Group in Chapel Hill, Tim Kehrer reiterated the case for increasing financial advisor headcount. “Again and again we find that adding financial advisors is the most promising runway to increasing investment...
Apr 28, 2020 | Advisors, Research
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...
