May 4, 2026 | Advisors, Thought Leadership
Increasing Advisor Headcount Increases Revenue—Exponentially To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights and is asking some members of the financial advice community to provide their...
Apr 29, 2026 | Industry Trends, Thought Leadership
Plus, How Prevalent Are Cryptocurrency Services in Banks Anyway? 2026 is off to a promising start for Kehrer Group’s Influencers. Average annualized revenue growth was 13.2% through the end of the first quarter in Influencer-led investment services firms according...
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...
