Dec 29, 2025 | Advisors, Best Practices, Research
Practice Management Insights from the Kehrer Group Benchmarking Surveys The branch referral model at the core of most bank and credit union retail wealth management businesses has resulted in advisors stockpiling clients to the point that serving all of them is...
Dec 22, 2025 | Advisors, Best Practices
Practice Management Insights from the Kehrer Group Benchmarking Surveys Kehrer Group research has demonstrated repeatedly that financial institutions tend to have too few financial advisors given their opportunity. Not only is adding advisors the most direct...
Dec 16, 2025 | Advisors, Compensation
Do Associate Bank-Based Advisors Cover Their Cost? A cornerstone of Kehrer Group’s analysis of advisor force compensation is the calculation of the effective payout – total cash compensation as a percent of revenue produced – for each of the advisor roles in...
Nov 19, 2025 | Advisors, Benchmarking, Investment Services
Practice Management Insights from the Kehrer Group Benchmarking Survey As the business of financial advice has shifted from generating transaction revenue to asset-based compensation, organic asset growth has become an increasingly important metric for directors of...
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...
