Oct 25, 2025 | Advisors, Benchmarking, Investment Services
Practice Management Insights from the Kehrer Group Benchmarking Surveys Referrals from client facing branch staff are the foundation of retail wealth management in banks and credit unions. Access to the institution’s customers/members has helped the...
Oct 19, 2025 | Advisors, Financial Planning, Research
But Advisor Plan Engagement Remains Disappointing The bank-based firms that reported their financial planning activity in this year’s Kehrer Group Benchmarking Survey had an average of 37 active planning clients per advisor. While that represented a robust...
Oct 9, 2025 | Advisors, Financial Planning, Research
Not Necessarily, Kehrer Group Research Suggests Kehrer Group research has demonstrated that financial planning is a win-win-win for the advisor, the firm, and the financial institution. A financial planning client tends to adopt the advisor, the firm, and the...
