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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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With Uncertainty on the Horizon, Financial Institutions Celebrate Record-Tying Investment Services Growth

Kehrer Group’s Annual Industry Checkup Released

Chapel Hill, NC, March 4, 2025. For the banks and credit unions in the retail investment services business, 2024 represented a blockbuster and barrier-breaking year.

Announcing the 2024 Top Directors

The winners of the 2024 Top Directors Awards were announced during an award ceremony held November 7 at the Umstead Hotel & Spa near Raleigh, North Carolina.

Top Investment Services Directors in Credit Unions Announced

During a ceremony on the final day of the Annual PROCU Conference in San Diego, California, representatives from Kehrer Group and Ameriprise Financial Institutions Group announced the winners of the 2024 Top Directors Awards in the Credit Unions category.

Find Out Who the Winners Are

Announcing the 2024 Top Directors Awards Finalists

Congratulations to the 2024 Top Directors finalists! Each finalist was considered for an award in one or more category according to our transparent, data-driven evaluation methodology.

Click Here to See the Finalists

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.