Jul 15, 2026 | Advisors, Investment Services, Research, Thought Leadership
Closing The Back Door: Driving Growth By Stemming Advisor Attrition 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...
Jun 17, 2026 | Advisors, Investment Services, Research, Thought Leadership
Optimizing Advisor Territories and Book Size 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...
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....
Mar 18, 2026 | Advisors, Industry Trends, Research
Ken Kehrer (Kehrer Group) and Luke Allchin (RFI Global) Part of the received wisdom in the financial services community is that 70% of widows change financial advisors after the death of their spouse. Where did that notion come from? We have looked...
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...
