Apr 20, 2023 | Advisors, Research, Study Groups
According to last year’s BISA-sponsored study by Aite-Novarica, median production of second story advisors in 15 bank-based investment services firms was 2.2 times the median production of branch-based advisors in 28 financial institution practices. Source: Growth...
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...
Nov 18, 2021 | Advisors, Study Groups
At the fall meeting of the Kehrer Bielan Leadership Study Group in Chapel Hill, Tim Kehrer reiterated the case for increasing financial advisor headcount. “Again and again we find that adding financial advisors is the most promising runway to increasing investment...
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...
