To say that podcasts have become incredibly popular within the past few years is an understatement. According to Edison Research, 74 million Americans listen to podcasts every week. Their popularity is largely due to the depth and breadth of content, from aviation to...
In a recent article from Kehrer Bielan Research and Consulting, The Cautionary Tale of the Bank-Owned Broker-Dealer, they pointed out that banks and credit unions that work with third-party broker-dealers continue to outpace their counterparts with bank-owned...
In our recent webinar, Best Practices in Advisor Succession Planning, we explored industry trends, effective models, and the role of technology in financial advisor succession planning. Our speakers included: Arthur Osman, Consultant at Kehrer Bielan Research &...
We’re excited to announce our upcoming webinar Best Practices in Financial Advisor Succession Planning, scheduled on Wednesday, June 22, 2022, at 1:00 PM CT. By now, those of us working in the financial advice industry are well aware of the looming advisor shortage....
As many of you know, I'm a fan of the fine folks over at Kehrer Bielan Research & Consulting. Every year I look forward to the Kehrer Bielan Annual Checkup, as it provides leaders with the insights they need to be successful. These insights are invaluable not only...