Feb 23, 2026 | Advisors, Research, Thought Leadership
How to Increase Advisor Headcount Without Squeezing Profit Margins Many financial institutions want to increase the fee income produced by their investment services businesses. But most are reluctant to reinvest some of the current fee income to achieve that...
Feb 2, 2026 | Advisors, Industry Trends, Research
Influencers Look to Add Advisors, Enhance Productivity with New Tech in 2026 Revenue from investment services increased 11% last year in 14 bellwether financial institution-based firms, thanks in part to a fourth quarter surge. Investment assets tracked closely...
Dec 29, 2025 | Advisors, Best Practices, Research
Practice Management Insights from the Kehrer Group Benchmarking Surveys The branch referral model at the core of most bank and credit union retail wealth management businesses has resulted in advisors stockpiling clients to the point that serving all of them is...
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...
