Mar 29, 2024 | Advisors, Industry Trends
Checkup Findings for 2023 Kehrer Group’s Annual Industry Checkup found that financial institution-based advisors increased their production 3.6% during 2023. At the same time, banks and credit unions added 1.7% net new advisors, contributing to the 5.5%...
Oct 25, 2023 | Bank BDs, Benchmarking, Industry Trends, Research
New Study Chronicles 20 Years of Mergers and Outsourcing Deals This past year has witnessed an acceleration of the shrinkage of the financial institution-owned broker dealer segment, as banks and credit unions merge or fail, or they outsource the broker dealer...
Jun 21, 2023 | Banks, Industry Trends, Wealth Management
The banking crisis of early 2023 swept away 3 large banks, battered bank market valuations, and saw a flight of deposits from regional banks to the very largest institutions. To check on how this banking crisis was affecting the investment services business in...
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...
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...
