Nov 19, 2025 | Advisors, Benchmarking, Investment Services
Practice Management Insights from the Kehrer Group Benchmarking Survey As the business of financial advice has shifted from generating transaction revenue to asset-based compensation, organic asset growth has become an increasingly important metric for directors of...
Oct 25, 2025 | Advisors, Benchmarking, Investment Services
Practice Management Insights from the Kehrer Group Benchmarking Surveys Referrals from client facing branch staff are the foundation of retail wealth management in banks and credit unions. Access to the institution’s customers/members has helped the...
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...
Aug 5, 2024 | Advisors, Benchmarking, Research
A Mixed Report Card The branch referral model at the core of most bank and credit union retail wealth management businesses has resulted in advisors stockpiling clients to the point that serving all of them is problematic; either many clients are underserved, or they...
Jul 18, 2024 | Benchmarking, Research, Wealth Management
Existential Challenge to Retail Wealth Management in Financial Institutions Referrals from client facing branch staff are the foundation of retail wealth management in banks and credit unions. Access to the institution’s customers/members has helped the...
May 29, 2024 | Advisors, Benchmarking, Wealth Management
Kudos to David Lincoln for responding to Peter Bielan’s charge to name the five metrics needed to manage wealth management in a financial institution during a recent BISA webinar. That is a challenging task, which is why the metrics we track in our benchmarking...
