article thumbnail

Four Ideas on Bank Retail Investment Sales

Jeff For Banks

Bank Investment Consultant magazine recently published the results of a bank/credit union investment sales benchmarking report from Kehrer Bielan Research and Consulting. The most profitable program that we measure, on a pre-tax profit as percent of revenue basis, is one that is totally outsourced. trillion for the same period.

Retail 84
article thumbnail

Building Financially Empowered Youth; Our Future Depends on Them

Filene

A 2013 FDIC National Survey of Unbanked and Underbanked Households showed that more than 30% of household members under the age of 24 are unbanked—significantly higher than older generations. Young STAR members also contributed money advice that was printed in BRAVA magazine.

Video 64