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...
Jan 16, 2025 | Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors The landmark BISA study Smart Investment found that increasing the number of bank or credit union customer/member households with an investment relationship by 1%...
Dec 29, 2024 | Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors Women Directors earn substantially less than male Directors of investment services in financial institutions with similar experience, qualifications, and...
Dec 2, 2024 | Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors The incentive structure for compensation of directors of investment services in financial institutions appears to reward revenue growth – two-thirds of the 55 compensation...
Nov 21, 2024 | Advisors, Compensation, Research
Findings from the Kehrer Group Survey of Compensation of Directors of Bank-Based Advisors Many investment services directors in financial institutions experience frequent changes to their compensation plans. Almost half of the directors participating in the...
Nov 17, 2024 | Advisors, Research, Top Directors Awards
Q3 Influencers Poll Points to Recruitment Gains in Banks and Credit Unions We devoted the second day of the 2024 Top Directors Awards Conference to the dual themes of financial advisor recruitment and advisor retention. Why? Because the difficulty in growing...
