BISA Portfolio
By Janet Cappelletti and Scott Stathis, Stathis Partners, LLC

Executives in the investment services bank and credit union channel often debate about whether the often-theorized revenue compression is real, especially given the fact that there are still plenty of high-commission products available.  [7/19/2018]
By Tim Kehrer, Kehrer Bielan Research & Consulting and Marc Vosen, Midwood Financial

Bank broker/dealers (B/Ds) have been working to reduce the number of clients served by each advisor, freeing the advisor to enhance service to the remaining clients and deepening the relationship to obtain greater wallet share of the clients’ assets.  [7/19/2018]
According to a report from released Wednesday, Americans, on average, believe the best age to retire is 61.  [7/18/2018]
Worldwide inflows into exchange-traded funds (ETFs) fell to $223 billion in the first half of 2018, down more than one-third on the same period last year, according to data provider ETFGI.  [7/16/2018]
By Rich Blake Sometimes in financial services, what is accepted practice can come under a new light and suddenly seem fraught with conflicts that in hindsight should have seemed obvious.  [7/12/2018]
By Tim Kehrer, Kehrer Bielan Research & Consulting and Marc Vosen, Midwood Financial

Although the typical advisor in a bank-owned broker/dealer produced more revenue last year than the prior year, there were slightly fewer of them working in bank branches and second-story offices.  [7/5/2018]
By Rich Blake

When it comes to Social Security, the most commonly discussed gap concerns the one currently around $11 trillion, standing between the system’s trust funds and their long-term solvency.  [7/5/2018]
Retirement economist Teresa Ghilarducci recently pushed back against the increasing calls for more annuities in 401(k) plans.  [7/5/2018]
US companies are putting extra money into their pension funds to take advantage of temporary tax savings, moves that are helping hold down yields on long-term Treasurys. The yield on the 30-year bond has been declining recently, closing at 2.  [7/5/2018]
Artificial intelligence (AI) will be a bigger factor for active managers and institutional investors in the future, and research will come from different sources than just investment banks and brokers, according to a new study released by Greenwich Associates and Thomson Reuters.  [6/29/2018]
Additional Resources

Who Owns the Client?
5 Best Practices for Building an Effective Vulnerability Management Program
How to Attract New Leads with an Effective Marketing Message
Access the Latest Issue of BISA Magazine
Learn How to Create, Cultivate and Convert More Qualified Leads for Greater Sales Growth
Stay tuned for the August 2017 Benchmarking Report Section: Insights
5 Sales Management Best Practices
Save the Date
BISA Releases Inaugural Monthly Benchmarking Report
The Value of Providing Value
More Evidence that Financial Planning Drives Life Sales
Enhancing Your Business with SRI and Technology
Bank BDs Continue to Reduce Advisor Client Load
How Do Investors Prefer to Pay for Financial Advice?
Converting Digital Natives to Life Insurance
The Customer View
Thought Leadership
A Leadership Watershed
Leaving the Pack Behind
Garnering High-Performance Leadership and Respectful Communication
BISA Webinar Series: How To Elevate Value and Maximize Revenue
Driverless Cars, Networked Devices, and Robo-advisors
How Many Banks Offer Investment Services?
Which Banks Sell Investments?
How Many Credit Unions Sell Investments?
Motivating Sales People: What Does it Take?
FSR Urges DoL to Comply with President’s Memorandum
The Fiduciary Delay — A Surprise Inside!
Leaving the Past Behind
Predictive Analytics: Is the Glass Still ‘Half Empty’?
Transitions and Progress
Annual Industry Checkup
Creating Opportunities
The Inclusion Imperative
Bank Life Insurance Sales Down in 2015
The Price of Losing a Successful Advisor
Work to Live, Not Live to Work
An Update on Strategic Initiatives
Navigating Change
Looking to the Future
What Was the DOL Thinking?

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