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...
Jun 17, 2022 | Bank BDs, Industry Trends, Research, Third Party BDs
According to this year’s Annual Industry Checkup, banks and credit unions that work with third-party broker dealers once again outperformed their counterparts with affiliate BDs. Gross investment services revenue in institutions affiliated with third-party BDs...
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 13, 2022 | Industry Trends, Investments, Research, Study Groups
Last year was a fabulous time to be providing financial advice in a bank or credit union. According to the 2021/2022 Kehrer Bielan Annual Industry Checkup, revenue was up almost 17%. The problem with that success, of course, is that financial institution management...
Oct 12, 2021 | Best Practices, Industry Trends, Study Groups
This is the headline for today, and it will likely be the same one in 2025. According to this year’s Kehrer Bielan benchmarking surveys, branch referrals fell 27% to 29% last year. And participants in the fall meeting of the Kehrer Bielan Leadership Study Group in...
