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

Is the Grass Greener Outside the Bank?

Bank-Based Advisor Payouts Comparable to Wirehouses and National and Regional Firms   Financial Planning’s annual analysis of advisor pay in wirehouses and regional firms is out, just in time for the Kehrer Group’s survey of advisor force compensation in banks...

Industry Checkup Identifies Opportunities for Bank Wealth Management Firms in Current Banking Environment

The nation’s banks and credit unions will continue to face dual pressures to gather deposits and grow non-interest income in the coming months. The days of swelling deposit balances are behind us. Between 2021 and 2023, core deposits in FDIC insured institutions...

Credit Unions Overtake Banks in a Key Metric

Annual Checkup Finds a Greater Share of Credit Unions Now Offer Investment Services Than Banks The number of US depository institutions continues to decline, as institutions gobble one another up to achieve scale and market relevance. As the number of FDIC-insured...

What Will Drive Progress in 2025? Industry Influencers Focused on Recruitment, Client Experience, and Wealth Integration

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...

The Mirage of Life Insurance Sales:

Life Insurance Ownership Down 24% in Past 20 Years   Ever since financial institutions started selling investments in the 1980s and 1990s, they have expected sales of life insurance to become a significant part of the business.  But few firms derive as much as 5%...

Is the Grass Greener Outside the Bank?

Bank-Based Advisor Payouts Comparable to Wirehouses and National and Regional Firms   Financial Planning’s annual analysis of advisor pay in wirehouses and regional firms is out, just in time for the Kehrer Group’s survey of advisor force compensation in banks...

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Gender Gap in Director Compensation

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...

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