Kehrer Group Highlighter
The Kehrer Group Highlighter packages some of our most important findings, insights, and commentary into bite-size, digestible articles. We make the Highlighters available for free to the entire financial advice community—a small gesture of appreciation for a community that has done so much to support our work.
The Latest Highlighters
Advisor Coverage: Delivering Profit Margin or Demonstrating Value
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...
Banks and Credit Unions Struggle to Move Wealth Management Upmarket
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...
What Making Wine Can Teach Us About the Financial Advice Business
What Making Wine Can Teach Us About the Financial Advice Business 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...
Dissing Disintermediation
Dissing Disintermediation 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....
“Platform Reps”— Licensing Branch Bankers to Provide Investment Advice?
“Platform Reps”— Licensing Branch Bankers to Provide Investment Advice? 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...
Closing The Back Door: Driving Growth By Stemming Advisor Attrition
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...
Optimizing Advisor Territories and Book Size
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...
The Case for Zero Margin
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....
Do Financial Planning Goals and Compensation Incentives Encourage Planning Engagement?
Kehrer Group research has demonstrated that financial planning is a win-win-win for the advisor, the firm, and the financial institution, but bank and credit union-based advisors have been slow to embrace planning. When financial institutions and their investment...
40 Years and Counting: Increasing Advisor Headcount Increases Revenue—Exponentially
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...