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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.

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.

Announcing the 2023 Top Directors Awards Finalists

Congratulations to the 2023 Top Directors finalists! 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 will culminate in a live, in-person ceremony on November 8-9 in Chapel Hill, NC where the winners will be announced.

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.