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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.

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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.

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 2nd

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.

Study Finds Financial Institutions' Focus on Profit Margins Might Limit the Profit Contribution of Their Investment Services Business

Chapel Hill, NC, September 20, 2023. Financial institutions tend to manage their investment services businesses the way they manage the core business of banking—controlling expenses to increase profit margins. But a new study from Kehrer Group finds that this approach might actually reduce the total profit contribution from investment services.

Bank-Owned Broker Dealers Posted Modest Gains Last Year But Their Numbers Continue to Shrink While Consolidation, Outsourcing Trends Continue

Chapel Hill, NC, August 25, 2023. According to the Annual Kehrer Bank Broker Dealer Study, bank-owned broker dealers posted modest gains in top line performance metrics last year, and in many respects the underlying metrics were some of the best ever.

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.