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...
Sep 13, 2025 | Advisors, Financial Planning, Research
Kehrer Group Research Finds That They Do Advisors in banks and credit unions continue to disappoint their directors’ aspirations to embrace financial planning in their practices. In last year’s Kehrer Group benchmarking surveys, the average bank-based advisor...
May 15, 2025 | Advisors, Banks, Compensation
Bank-Based Advisor Payouts Comparable to Wirehouses and National and Regional Firms Financial Planning’s annual analysis of advisor pay in wirehouses and regional firms is out, just in time for the Kehrer Group’s survey of advisor force compensation in banks...
Feb 3, 2025 | Advisors, Financial Planning, Investment Services
Life Insurance Ownership Down 24% in Past 20 Years Ever since financial institutions started selling investments in the 1980s and 1990s, they have expected sales of life insurance to become a significant part of the business. But few firms derive as much as 5%...
Jan 22, 2025 | Advisors, Compensation
For bank-based advisors thinking about a future as a director at their institution or another bank or credit union, or for existing directors assessing their current situation, the Kehrer Group Survey of Director Compensation offers some insights: The larger the firm,...
Dec 17, 2024 | Advisors, Compensation, Industry Trends
More Evidence of Top Producers Receiving a Larger Slice of the Pie Reports of advisor compensation changes from LPL and UBS highlight a change we’ve observed among financial institutions—firms are reducing payouts to bottom producers and enhancing payouts to top...
