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Credit Unions Overtake Banks in a Key Metric

Apr 23, 2025 | Credit Unions, Industry Trends, Investment Services

Annual Checkup Finds a Greater Share of Credit Unions Now Offer Investment Services Than Banks The number of US depository institutions continues to decline, as institutions gobble one another up to achieve scale and market relevance. As the number of FDIC-insured...

Bank-Based Advisors Struggle to Grow Assets

Oct 8, 2024 | Advisors, Banks, Credit Unions, Research

Robust Asset Acquisition Dissipated by Asset Attrition As the business of financial advice has shifted from generating transaction revenue to asset-based compensation, asset growth has become an increasingly important metric for directors of retail wealth management...

More Credit Unions Are Offering Financial Advice

Apr 18, 2024 | Advisors, Credit Unions, Research

Kehrer Group Annual Checkup Finds Credit Unions Overtaking Banks   According to this year’s Kehrer Group Annual Industry Checkup, the number of credit unions providing investment services continued its slow but steady climb during 2023.  Registered financial...

Financial Institutions that Outsource Broker Dealer Functions Have Wider Profit Margins

Nov 20, 2023 | Bank BDs, Banks, Business Strategy, Credit Unions

The investment services unit in the typical bank or credit union contributes about 20% of revenue to the institution after operating expenses.  Net income contribution margin tends to be lower in broker dealers owned by financial institutions.  Kehrer Group found that...

Credit Unions with Outstanding Advisor Performance Also Have Best Member Penetration

Oct 18, 2023 | Advisors, Credit Unions

Thicker Advisor Coverage Drives Penetration Not surprisingly, the advisor productivity in credit unions that were finalists for the 2023 Kehrer Group Top Directors Awards sets them apart from their peers.  Average revenue per finalist advisor is 50% higher than the...

Focus by Bank Management on Profit Margins Constrains Growth of Their Wealth Management Businesses

Oct 11, 2023 | Banks, Business Strategy, Credit Unions, Research, Thought Leadership

Banks and credit unions commonly use profit margin to assess the performance of their investment services businesses. What are the consequences of this management approach for the health of the business?  By comparing the performance of firms with wider profit margins...
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  • Did Financial Institutions Miss the Boat? It Seems to be Sailing Again
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  • Industry Checkup Identifies Opportunities for Bank Wealth Management Firms in Current Banking Environment
  • Credit Unions Overtake Banks in a Key Metric
  • What Will Drive Progress in 2025? Industry Influencers Focused on Recruitment, Client Experience, and Wealth Integration

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