Oct 8, 2026 | Benchmarking, Credit Unions, Investment Services, Thought Leadership, Wealth Management
Practice Management Insights from the Kehrer Group Benchmarking Surveys Directors of investment services and wealth management in credit unions have access to a dizzying amount of data, be it from their broker dealer, their credit union, or third-party consultants...
Oct 1, 2026 | Benchmarking, Investment Services, Thought Leadership, Wealth Management
Practice Management Insights from the Kehrer Group Benchmarking Surveys Financial institutions are becoming increasingly focused on serving the wealth management needs of their wealthiest customers—a recognition of the magnitude of the opportunity and a reflection of...
Dec 3, 2025 | Top Directors Awards, Wealth Management
In his introductory remarks at the Kehrer Group Top Directors Awards Conference four weeks ago, Tim pointed out how the finalists not only excel at the metrics we track day-to-day—advisor productivity, revenue and profit penetration—but also are delivering what the...
Aug 25, 2025 | Consumer Research, Industry Trends, Wealth Management
Time to Evaluate Your Digital Capabilities There are lots of estimates afoot about the size of the coming intergenerational wealth transfer—who owns it, and how it is currently invested. Financial advisors are more interested in who will inherit the assets,...
Aug 10, 2025 | Investment Services, Wealth Management
Deeper Dive into the Coming Great Wealth Transfer Seems like every time we read a wealth management article the size of the coming Great Intergenerational Wealth Management Transfer gets larger. Over $70 trillion? But US households own only $73 trillion of...
Jul 28, 2025 | Study Groups, Wealth Management
Cerulli predicts that banks and credit unions will continue to experience a decline in their share of US assets under management. Kehrer Group has frequently pointed to the stagnant growth of advisor headcount as a culprit in this trend. But at the recent Kehrer...
