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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.
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Learn more about our benchmarking survey, how to participate in the survey, and our annual studies.
LPL Doubles its Hiring of Bank and Credit Union Financial Advisors
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.
Bank-Based Investment Services Practices Overcame Challenges to Post Modest Gains Last Year
Kehrer Group’s Annual Industry Checkup Released
Following a record-breaking year in 2021, investment services revenue growth in financial institutions slowed substantially in 2022 but remained positive despite challenging conditions.