Apr 24, 2024 | Advisors, Business Strategy, Industry Trends
Kehrer Group Influencers Are Divided on the Trend We have heard buzz around the rising prevalence of “managed programs” in which the broker dealer assumes management and compensation responsibilities for the financial institution’s advisors....
Apr 18, 2024 | Advisors, Credit Unions, Research
Kehrer Group Annual Checkup Finds Credit Unions Overtaking Banks According to this year’s Kehrer Group Annual Industry Checkup, the number of credit unions providing investment services continued its slow but steady climb during 2023. Registered financial...
Apr 8, 2024 | Advisors, Industry Trends, Research
Advisor Extenders Pose Omni Channel Management Challenges The Kehrer Group 2023-2024 Annual Industry Checkup underscored the long-term reliance of financial institutions on advisor productivity gains to drive growth in the wake of flat advisor headcount. ...
