Apr 17, 2026 | Advisors, Compensation, Financial Planning
That’s what the editor of Financial Planning concludes from their 2026 analysis of pay grids. Every year Financial Planning obtains compensation plans from the national and regional brokerage firms and computes base compensation by applying a consistent product mix to...
Apr 9, 2026 | Advisors, Financial Planning
How Do Directors of Bank-Based Advisors Drive More Planning? After years of their directors encouraging advisors in banks and credit unions to embrace financial planning, our most recent survey found that the typical bank-based advisor still initiated planning with...
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...
Feb 23, 2026 | Advisors, Research, Thought Leadership
How to Increase Advisor Headcount Without Squeezing Profit Margins Many financial institutions want to increase the fee income produced by their investment services businesses. But most are reluctant to reinvest some of the current fee income to achieve that...
Feb 17, 2026 | Advisors, Benchmarking, Financial Planning
What Does the Kehrer Group Benchmarking Data Say? In a discussion about the barriers to advisors doing more financial planning during the Fall Meeting of the Kehrer Leadership Study Group, Arthur Osman and Holly Grellier suggested that we look at whether reducing the...
