A former Bank Insurance and Securities Association official has partnered on a startup that aims to help banks and credit unions compete more aggressively with wirehouses and independent advisory firms.
The former head of BISAs research arm, Scott Stathis, and Bryan Kucholtz, an ex-wealth management executive of Comerica Bank, have teamed to launch a firm that seeks to help financial institutions increase sales of investment and insurance products and attract young talent to the bank channel.
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