Jan 19, 2024 | Advisors, Financial Planning
Kehrer Group Examines Role of Client Engagement Households that outsource the preparation of their financial plan to a financial professional are less likely to takes steps to address their insurance and protection needs than households that prepared the plan...
Dec 7, 2023 | Advisors, Benchmarking, Top Directors Awards
The Kehrer Group Top Directors Awards recognize the leaders of the top performing investment services firms in financial institutions. We invite nominations from the entire bank and credit union financial advice community, and use a transparent, data driven...
Oct 18, 2023 | Advisors, Credit Unions
Thicker Advisor Coverage Drives Penetration Not surprisingly, the advisor productivity in credit unions that were finalists for the 2023 Kehrer Group Top Directors Awards sets them apart from their peers. Average revenue per finalist advisor is 50% higher than the...
Jul 7, 2023 | Advisors, Financial Planning, Study Groups, Wealth Management
New data indicate that the wealthier people are, the more likely they are to consult with a professional advisor before making an investment decision. But they are less likely to turn to an advisor in a bank or credit union. These findings are among the insights...
Jun 8, 2023 | Advisors, Bank BDs, Banks, Study Groups
The recently published BISA-Cerulli study, Improving Recruitment and Retention Throughout Advisors’ Lifecyles, identified the lack of sunsetting plans for advisors as a weakness in banks and credit unions. Many of the 20 advisors interviewed expressed concern about...
Apr 20, 2023 | Advisors, Research, Study Groups
According to last year’s BISA-sponsored study by Aite-Novarica, median production of second story advisors in 15 bank-based investment services firms was 2.2 times the median production of branch-based advisors in 28 financial institution practices. Source: Growth...
