May 25, 2026 | Investment Services, Research, Thought Leadership
The Case for Zero Margin To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to provide their take on the impact of the work....
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...
Aug 10, 2025 | Investment Services, Wealth Management
Deeper Dive into the Coming Great Wealth Transfer Seems like every time we read a wealth management article the size of the coming Great Intergenerational Wealth Management Transfer gets larger. Over $70 trillion? But US households own only $73 trillion of...
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...
Jun 2, 2025 | Industry Trends, Investment Services, Wealth Management
RFI Global Survey Data Point to Both Opportunity and Risk Twenty-five years ago, 85% of US households said they preferred to do business with a single financial services company if it could meet the majority of their investment and insurance needs. Banks and credit...
