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Kehrer Group is the financial advice community’s trusted partner for original thought leadership, insight based in data, and strategies that drive success.

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Kehrer Group Highlighters

The Kehrer Group Highlighter packages some of our most important findings, insights, and commentary into bite-size, digestible articles. We make the Highlighters available for free to the entire financial advice community—a small gesture of appreciation for a community that has done so much to support our work. Take a look at the latest Highlighter.

Take a look at the latest Highlighter.

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Questions About Our Benchmarking Survey?

Learn more about our benchmarking survey, how to participate in the survey, and our annual studies.

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Banks and Credit Unions Post Solid Investment Services Gains

Kehrer Group Releases 2023–2024 Benchmarking Studies

In 2023 we saw the tail end of a banking crisis, lingering recession fears, a hardening interest rate and inflationary environment, and unprecedented consolidation. Through it all, bank and credit union investment services practices grew revenue and client assets under administration, added advisors, and made modest enhancements to advisor productivity. This is the key takeaway from this year’s Kehrer Group Annual Benchmarking Survey.

Demonstrating Resilience, Bank-Based Advisors Record Solid 2023 Results

Kehrer Group’s Annual Industry Checkup Released

The investment services business in banks and credit unions continued to demonstrate resilience in the face of market uncertainty, recession fears, and an evolving interest rate environment during 2023.

Announcing the 2023 Top Directors in Credit Unions

Congratulations to the 2023 Top Directors in Credit Unions! Once again, the winners in the Credit Union category were unveiled at the 2023 PROCU Conference at the Surf and Sands Resort in Laguna Beach, CA on October 2^nd.

View the Winners

Announcing the 2023 Top Directors Awards Winners

Congratulations to the 2023 Top Directors winners! Each finalist was considered for an award in one or more category according to our transparent, data-driven evaluation methodology. The Top Directors Awards season culminated in a live, in-person ceremony on November 8-9 in Chapel Hill, NC where the winners were announced.

View the Finalists

LPL Doubles its Hiring of Bank and Credit Union Financial Advisors

From FinancialPlanning.com

LPL Financial is seeking an even bigger foothold in banks and credit unions after adding about 1,000 financial advisors from their wealth management programs the last two and a half years.