Download the Kehrer Bielan Annual Industry Checkup 2018/2019.
- What happened to revenue?
- What happened to assets?
- What happened to advisor count?
... and why.
At CFS/SPF we understand that customized services are imperative to meet every one of your customer's needs and create a better Financial Services experience.
“The 2018/2019 report takes an extremely accurate pulse of the industry, as it does every year, and we are happy to have sponsored this valuable work” said Connie Gregory, SVP of Business Development for CUSO Financial Services, LP and Sorrento Pacific Financial. “At CFS, we often refer to ‘delivering true value’ to our affiliated programs. It is gratifying to see that value manifest itself particularly in light of the industry’s formidable headwinds in 2018 -- a large percentage of our affiliated programs saw record, and in many instances, material, growth well beyond these averages,” Gregory noted.