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...
Nov 21, 2024 | Advisors, Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors Many investment services directors in financial institutions experience frequent changes to their compensation plans. Almost half of the directors participating in the...
Nov 17, 2024 | Advisors, Research, Top Directors Awards
Q3 Influencers Poll Points to Recruitment Gains in Banks and Credit Unions We devoted the second day of the 2024 Top Directors Awards Conference to the dual themes of financial advisor recruitment and advisor retention. Why? Because the difficulty in growing...
Oct 30, 2024 | Advisors, Financial Planning, Study Groups
That was a central theme of the eighth annual Kehrer study group on developing holistic advisors. The first afternoon the group dissected the conflicting data on whether banks and credit unions are making progress on increasing advisor planning productivity and plan...
