Announcing: Terrapin Technologies Sponsors Kehrer Group’s 2023 Annual Industry Checkup. Minneapolis, M.N. – May 4, 2023: Terrapin Technologies today announced the launch of the 2023 Annual Industry Checkup by the Kehrer Group. Terrapin is once again a proud sponsor...
When a bank or credit union decides to provide wealth management services via a third-party broker-dealer (e.g., LPL Financial, Raymond James, CUNA, etc.), they must select the type of networking arrangement. This arrangement consists of two main models: managed...
We recently hosted a webinar titled: Best Practices in Working With Your Third-Party Broker-Dealer. This webinar explored how bank and credit union investment services programs can get the most out of their third-party broker-dealer partnership. Terrapin Technologies...
The Third-Party Broker-Dealer Model A growing number of banks and credit unions are partnering with third-party broker-dealers (also known as third-party marketers) such as LPL Financial Institution Services and Raymond James Financial Institutions Division. Industry...
Financial Planning Represents an Increasingly Important Role Research conducted by Financial Planning shows that in 2017, fee-based revenue overtook commission-based revenue for the first time. There is a myriad of factors driving this change, including industry...