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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.

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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.

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Best New Fintech Products & Trends of 2024

Fintech Labs Insights

Table: The Best Fintech Product Launches of 2025 & 2024 Summary Company Date Product Sector Source Market/HQ Ramp launches treasury management product paying 2.5% mo Klarna 24 Jan 2024 BNPL Consumer CNBC Klarna is first BNPL serices with subscription ($7.99/mo)

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