Oct 8, 2026 | Benchmarking, Credit Unions, Investment Services, Thought Leadership, Wealth Management
Practice Management Insights from the Kehrer Group Benchmarking Surveys Directors of investment services and wealth management in credit unions have access to a dizzying amount of data, be it from their broker dealer, their credit union, or third-party consultants...
Oct 1, 2026 | Benchmarking, Investment Services, Thought Leadership, Wealth Management
Practice Management Insights from the Kehrer Group Benchmarking Surveys Financial institutions are becoming increasingly focused on serving the wealth management needs of their wealthiest customers—a recognition of the magnitude of the opportunity and a reflection of...
Feb 17, 2026 | Advisors, Benchmarking, Financial Planning
What Does the Kehrer Group Benchmarking Data Say? In a discussion about the barriers to advisors doing more financial planning during the Fall Meeting of the Kehrer Leadership Study Group, Arthur Osman and Holly Grellier suggested that we look at whether reducing the...
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...
