Aug 12, 2026 | Advisors, Investment Services, Research, Thought Leadership
“Platform Reps”— Licensing Branch Bankers to Provide Investment Advice? To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to...
Jul 15, 2026 | Advisors, Investment Services, Research, Thought Leadership
Closing The Back Door: Driving Growth By Stemming Advisor Attrition To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to...
Jun 17, 2026 | Advisors, Investment Services, Research, Thought Leadership
Optimizing Advisor Territories and Book Size To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to provide their take on the...
May 20, 2026 | Advisors, Financial Planning
Kehrer Group research has demonstrated that financial planning is a win-win-win for the advisor, the firm, and the financial institution, but bank and credit union-based advisors have been slow to embrace planning. When financial institutions and their investment...
May 4, 2026 | Advisors, Thought Leadership
Increasing Advisor Headcount Increases Revenue—Exponentially To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights and is asking some members of the financial advice community to provide their...
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...
