BISA Portfolio
How are productivity, revenue and headcount trending in the bank channel?
Kehrer Bielan estimates that the so-called “bank channel” consists of 1,932 banks that offer investment services. But banks’ cousin depository institutions – credit unions – also sell investments. » READ MORE
Broker-dealers and registered investment advisors are pivoting in the wake of news that the Department of Labor is likely to get a lengthy delay in the implementation date of its fiduciary rule. While [8/17/2017]  » READ MORE

Bank Broker Dealers continue to make substantial progress on reducing the average number of clients managed by their branch based advisors. That is one of the key findings of this year’s Kehrer Bielan Bank Broker Dealer Survey Report. [8/17/2017]  » READ MORE

The specter of the Department of Labor’s Fiduciary Rule for retirement accounts and defending investment advice in state courts have driven firms to spend millions of dollars to review compensation plans that might be construed as conflicted. [7/20/2017]  » READ MORE

Millennials are different. Stephanie Roy, who is director of insights — insurance for Mintel, calls them “digital natives.” They have been using computers and cell phones from an early age, and they expect to access information, including insurance information, from their digital devices. [7/18/2017]  » READ MORE

Kehrer Bielan Research & Consulting is a recipient of the 2017 Technology Innovation Award for their DoL Revenue Impact Calculator, an interactive tool that models how the revenue picture will change after the Rule goes into effect, taking into account the reality of each firm’s business and adjusting for the actions management plans to take in 2017. [8/10/2017]  » READ MORE The world of information-gathering and connecting has changed drastically. Not terribly long ago we got our news from television, radio and newspapers. Now, where do people go for news? Smart phones, laptops, iPad. [8/3/2017]  » READ MORE Implementing a robo advisor strategy starts with these critical decisions. Banks of all sizes are waking up to the dramatic growth of robo advisors, with industry leaders aggressively rolling out their own offerings. However, smaller to mid-sized banks can also get into the game. [8/3/2017]  » READ MORE

In a brief filed Wednesday in a Minnesota lawsuit, the Department of Labor indicated that it had submitted to the Office of Management and Budget (OMB) a proposal to delay implementation of the remaining parts of its fiduciary rule from January 1, 2018, until July 1, 2019 [8/10/2017]  » READ MORE Ron Insana believes the Department of Labor’s (DOL) fiduciary duty rule is history. [7/12/2017]  » READ MORE Aite Group consultants recently looked at financial advisers' daily routines. Their findings may surprise you. [6/23/2017]  » READ MORE
Building Better Customer Relationships by Asking the Right Questions
Last month, CNBC Portfolio Perspective featured an article by Sarah O’Brien who wrote that the financial services industry will become more “customer focused” and “a more ethical, value-oriented socially responsible profession over the next five to 10 years”. Per the article, regardless of what happens to the current DoL regulations under Trump, the industry will migrate this direction because of burgeoning awareness. [7/7/2017]  » READ MORE
Understanding the Era of the Digital Financial Life
A great reckoning with investors will soon confront financial institutions (FIs). Since the mid-1990s, the financial industry has made bold promises about how technology, the internet, big data and other revolutionary tools will transform all aspect of their financial lives. [6/28/2017]  » READ MORE
Vision, Passion, and Capacity
Not long ago I was asked by another consultant, what are the biggest problems I see in the financial institution industry? I immediately replied, that it is simply a lack of vision, passion and capacity. [6/14/2017]  » READ MORE

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