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

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Come See Us in 2023

Kehrer Group has announced its 2023 Study Group schedule. Learn more about our Study Group topics, dates, venues, and why Kehrer Study Groups are the gold-standard in the industry. Contact us for information on how to register.

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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.

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.

LPL, Credit Union Pick Up $370M bank Team

From FinancialPlanning.com

A team of five financial advisors managing $370 million in client assets at a bank that is folding into a larger institution moved to a credit union that uses LPL Financial as its brokerage.