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...
May 31, 2023 | Banks, Credit Unions, Industry Trends, Investments, Research
Kehrer Group’s Annual Industry Checkup Highlights Data Management Challenges A thread that runs through all our Annual Industry Checkups since we launched this service: the ongoing consolidation of banks and credit unions. In 2008 there were 8,504 banks and...
May 23, 2023 | Credit Unions, Industry Trends, Research
Kehrer Group Annual Checkup Charts Steady Growth Much of the media attention on investment services in financial institutions has focused on banks, from the large wealth management sales forces of the mega banks to the regional and community banks. This year’s...
Jul 20, 2022 | Banks, Best Practices, Credit Unions, Research
Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of the Consumer Financial Decisions’ (CFD) MacroMonitor Survey, apparently, there is a constant need to make sure the company is receiving good...
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...
