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Serving the bank and insurance 
industries through consulting, 
research and tailored products
since 1991.

RECENT AND NOTEWORTHY ADDITIONS . . .

September 12, 2014 - Bank and thrift holding companies raked in a first quarter record of $35.04 billion in wealth management income in the first three months of 2014, up 7.3% from the same period of 2013, according to the Sorrento Pacific - Michael White Bank Wealth Management Report .
Click here to read more about how bank and thrift holding companies raked in a record wealth management income.

August 26, 2014 - Bank-owned life insurance (BOLI) assets reached over $145.1 billion in first quarter 2014, up 4.3% from the previous year, according to the Equias Alliance / Michael White Bank-Owned Life Insurance (BOLI) Holdings Report .
Click here to read more about how bank-owned life insurance (BOLI) assets reached over $145.1 billion in 1Q 2014.

August 18, 2014 - Bank holding companies tallied $1.57 billion in insurance brokerage fee income in the first quarter, down 8.4% from first quarter last year, according to the Michael White-Succeed Advisors Bank Insurance Fee Income Report. Losses at 20 big banking companies were largely to blame.
Click here to read more about insurance brokerage income slowing in the first quarter.    

August 5, 2014 - Community bank investment programs were stronger than ever in the first quarter, according to the Michael White-Securities America Report: Community Bank Investment Programs.
Click here to read more about how community bank investment programs are stronger than ever.

April 8, 2014 - Income earned from annuity sales at bank holding companies rose 9.0% to a record $3.43 billion in 2013, according to the Michael White Bank Annuity Fee Income Report .
Click here to read more about how banks' annuity fee income soared to a record high in 2013.  

  

  

  

  

  

 

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