Apr 17, 2026 | Advisors, Compensation, Financial Planning
That’s what the editor of Financial Planning concludes from their 2026 analysis of pay grids. Every year Financial Planning obtains compensation plans from the national and regional brokerage firms and computes base compensation by applying a consistent product mix to...
Dec 16, 2025 | Advisors, Compensation
Do Associate Bank-Based Advisors Cover Their Cost? A cornerstone of Kehrer Group’s analysis of advisor force compensation is the calculation of the effective payout – total cash compensation as a percent of revenue produced – for each of the advisor roles in...
May 15, 2025 | Advisors, Banks, Compensation
Bank-Based Advisor Payouts Comparable to Wirehouses and National and Regional Firms Financial Planning’s annual analysis of advisor pay in wirehouses and regional firms is out, just in time for the Kehrer Group’s survey of advisor force compensation in banks...
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,...
Jan 16, 2025 | Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors The landmark BISA study Smart Investment found that increasing the number of bank or credit union customer/member households with an investment relationship by 1%...
Dec 29, 2024 | Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors Women Directors earn substantially less than male Directors of investment services in financial institutions with similar experience, qualifications, and...
