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...
Oct 21, 2024 | Advisors, Benchmarking, Research
Kehrer Group research has demonstrated repeatedly that financial institutions tend to be under repped—they have too few financial advisors given their opportunity. Not only is adding advisors the most direct way to grow the retail wealth management business, adding...
Oct 8, 2024 | Advisors, Banks, Credit Unions, Research
Robust Asset Acquisition Dissipated by Asset Attrition As the business of financial advice has shifted from generating transaction revenue to asset-based compensation, asset growth has become an increasingly important metric for directors of retail wealth management...
Aug 21, 2024 | Advisors, Thought Leadership
Thanks to Chris Cassidy for highlighting the advantages of pursuing a financial advice career in a bank or credit union – access to the institution’s customers/members, the institution’s brand and marketing prowess, and the professional associations: Four Reasons to...
