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.

Fiduciary Rule Margarida Correia March 16, 2017

Fiduciary Rule Margarida Correia March 16, 2017
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%.

Bank channel Margarida Correia October 20, 2016

Bank channel Margarida Correia October 20, 2016
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.

Wealth management Margarida Correia May 18, 2016

Wealth management Margarida Correia May 18, 2016