Mar 18, 2026 | Advisors, Industry Trends, Research
Ken Kehrer (Kehrer Group) and Luke Allchin (RFI Global) Part of the received wisdom in the financial services community is that 70% of widows change financial advisors after the death of their spouse. Where did that notion come from? We have looked...
Mar 13, 2026 | Advisors, Financial Planning
A Deeper Dive with Kehrer Group’s Advisor Level Database We analyzed the Kehrer Group benchmarking data and saw that there was only a weak correlation between the average advisor book size in a firm and its average advisor plan productivity or average household plan...
