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Tim Kehrer
Bank wealth management performance: it could have been worse, says Kehrer Bielan
The firm's latest "industry checkup" reports declines in revenue, adviser productivity and adviser headcount.
Bank investment services execs try to temper management expectations
Execs see revenue sinking 7% to 20% next year while management is counting on growth of 4% to 6%.
Revenue falters at TPMs, but there's a silver lining
TPM-affiliated banks and credit unions posted a significant 17% bump in fee business in 2015, a welcome development given the new fiduciary rule.