The largest independent broker-dealer in the United States, LPL Financial LLC, which is an LPL Investment Holdings Inc. wholly owned subsidiary, has recently revealed a number of the main findings it has discovered through a co-sponsored study which looked into the role played by insurance and investment services customers among retail financial organizations. The study was entitled “The Value of an Investment and Insurance Customer to a Bank”. It was performed by Christine Kehrer, Kenneth Kehrer, and Peter Bielan, with the co-sponsorship of LPL Financial. Among the primary findings that…
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