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...
Oct 19, 2025 | Advisors, Financial Planning, Research
But Advisor Plan Engagement Remains Disappointing The bank-based firms that reported their financial planning activity in this year’s Kehrer Group Benchmarking Survey had an average of 37 active planning clients per advisor. While that represented a robust...
Oct 9, 2025 | Advisors, Financial Planning, Research
Not Necessarily, Kehrer Group Research Suggests Kehrer Group research has demonstrated that financial planning is a win-win-win for the advisor, the firm, and the financial institution. A financial planning client tends to adopt the advisor, the firm, and the...
Sep 13, 2025 | Advisors, Financial Planning, Research
Kehrer Group Research Finds That They Do Advisors in banks and credit unions continue to disappoint their directors’ aspirations to embrace financial planning in their practices. In last year’s Kehrer Group benchmarking surveys, the average bank-based advisor...
Jun 20, 2025 | Consumer Research, Financial Planning, Investment Services, Research
Recent Surveys Say “Where They Bank” A recent J.D. Power survey found that more consumers are looking to banks for financial advice. “Bank customers – particularly younger ones – are telling their banks they want help right now . . . retail banks have a...
Feb 3, 2025 | Advisors, Financial Planning, Investment Services
Life Insurance Ownership Down 24% in Past 20 Years Ever since financial institutions started selling investments in the 1980s and 1990s, they have expected sales of life insurance to become a significant part of the business. But few firms derive as much as 5%...
