Feb 11, 2026 | Industry Trends, Thought Leadership, Top Directors Awards
At the Kehrer Group Top Directors Awards ceremony last November, we heard speakers reminding the finalists that financial institutions have the competitive advantage of being the only source for ALL of a family’s financial needs—transactions, savings & investment,...
Feb 2, 2026 | Advisors, Industry Trends, Research
Influencers Look to Add Advisors, Enhance Productivity with New Tech in 2026 Revenue from investment services increased 11% last year in 14 bellwether financial institution-based firms, thanks in part to a fourth quarter surge. Investment assets tracked closely...
Aug 25, 2025 | Consumer Research, Industry Trends, Wealth Management
Time to Evaluate Your Digital Capabilities There are lots of estimates afoot about the size of the coming intergenerational wealth transfer—who owns it, and how it is currently invested. Financial advisors are more interested in who will inherit the assets,...
Jun 2, 2025 | Industry Trends, Investment Services, Wealth Management
RFI Global Survey Data Point to Both Opportunity and Risk Twenty-five years ago, 85% of US households said they preferred to do business with a single financial services company if it could meet the majority of their investment and insurance needs. Banks and credit...
May 4, 2025 | Banks, Industry Trends, Wealth Management
The nation’s banks and credit unions will continue to face dual pressures to gather deposits and grow non-interest income in the coming months. The days of swelling deposit balances are behind us. Between 2021 and 2023, core deposits in FDIC insured institutions...
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...
