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 11, 2026 | Industry Trends, Thought Leadership, Top Directors Awards
At the Kehrer Group Top Directors Awards ceremony last November, we heard speakers reminding the finalists that financial institutions have the competitive advantage of being the only source for ALL of a family’s financial needs—transactions, savings & investment,...
Feb 18, 2025 | Business Strategy, Industry Trends, Thought Leadership
Following a blockbuster year of growth, financial institutions are asking their wealth management units to do it again in 2025. According to the latest run of our quarterly Influencers Poll, the mean investment services revenue growth target for 2025 is 9% in banks...
Aug 21, 2024 | Advisors, Thought Leadership
Thanks to Chris Cassidy for highlighting the advantages of pursuing a financial advice career in a bank or credit union – access to the institution’s customers/members, the institution’s brand and marketing prowess, and the professional associations: Four Reasons to...
Oct 27, 2023 | Business Strategy, Financial Planning, Research, Thought Leadership
Drawing on the rich consumer data in RFI Global’s MacroMonitor, Kehrer Group found that engaging in financial planning is a win for banks and credit unions, a win for their advisors, and a win for their customers and members. From the standpoint of the institution,...
Oct 11, 2023 | Banks, Business Strategy, Credit Unions, Research, Thought Leadership
Banks and credit unions commonly use profit margin to assess the performance of their investment services businesses. What are the consequences of this management approach for the health of the business? By comparing the performance of firms with wider profit margins...
