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%...
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...
Jan 19, 2024 | Advisors, Financial Planning
Kehrer Group Examines Role of Client Engagement Households that outsource the preparation of their financial plan to a financial professional are less likely to takes steps to address their insurance and protection needs than households that prepared the plan...
Oct 27, 2023 | Business Strategy, Financial Planning, Research, Thought Leadership
Drawing on the rich consumer data in RFI Global’s MacroMonitor, Kehrer Group found that engaging in financial planning is a win for banks and credit unions, a win for their advisors, and a win for their customers and members. From the standpoint of the institution,...
