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Investment Services in Regional and Community Banks Tread Water in Difficult Year

Sep 26, 2023 | Banks, Benchmarking, Research

Annual Study Shows Mixed Performance   Advisor headcount in the regional and community banks that partner with the third-party broker dealers declined for the third time in the past four years.  While the slippage was small—1.8% —it was enough of a setback to...

Bank-Owned Broker Dealers Add Advisors, Experience the Impact on Profits

Sep 12, 2023 | Bank BDs, Research

Advisor headcount in the bank-owned BDs increased for the first time since 2016, according to the 2022/2023 Kehrer Bank Broker Dealer Survey.  While the increase was small— 2.5%—the reversal of the slow decline in the advisor force was welcome news, as adding advisors...

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E-mail: info@kehrergroup.com