Apr 24, 2024 | Advisors, Business Strategy, Industry Trends
Kehrer Group Influencers Are Divided on the Trend We have heard buzz around the rising prevalence of “managed programs” in which the broker dealer assumes management and compensation responsibilities for the financial institution’s advisors....
Apr 8, 2024 | Advisors, Industry Trends, Research
Advisor Extenders Pose Omni Channel Management Challenges The Kehrer Group 2023-2024 Annual Industry Checkup underscored the long-term reliance of financial institutions on advisor productivity gains to drive growth in the wake of flat advisor headcount. ...
Mar 29, 2024 | Advisors, Industry Trends
Checkup Findings for 2023 Kehrer Group’s Annual Industry Checkup found that financial institution-based advisors increased their production 3.6% during 2023. At the same time, banks and credit unions added 1.7% net new advisors, contributing to the 5.5%...
Oct 25, 2023 | Bank BDs, Benchmarking, Industry Trends, Research
New Study Chronicles 20 Years of Mergers and Outsourcing Deals This past year has witnessed an acceleration of the shrinkage of the financial institution-owned broker dealer segment, as banks and credit unions merge or fail, or they outsource the broker dealer...
Jun 21, 2023 | Banks, Industry Trends, Wealth Management
The banking crisis of early 2023 swept away 3 large banks, battered bank market valuations, and saw a flight of deposits from regional banks to the very largest institutions. To check on how this banking crisis was affecting the investment services business in...
May 31, 2023 | Banks, Credit Unions, Industry Trends, Investments, Research
Kehrer Group’s Annual Industry Checkup Highlights Data Management Challenges A thread that runs through all our Annual Industry Checkups since we launched this service: the ongoing consolidation of banks and credit unions. In 2008 there were 8,504 banks and...
