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

Financial Institutions and Their Investment Services Practices Consolidate, Scrambling Their Business Data

Kehrer Group’s Annual Industry Checkup Highlights Data Management Challenges   A thread that runs through all our Annual Industry Checkups since we launched this service:  the ongoing consolidation of banks and credit unions.  In 2008 there were 8,504 banks and...

Growth of Credit Unions Buoying Financial Institution Investment Services Business

Kehrer Group Annual Checkup Charts Steady Growth   Much of the media attention on investment services in financial institutions has focused on banks, from the large wealth management sales forces of the mega banks to the regional and community banks.  This year’s...

Optimizing the Second Story Strategy

According to last year’s BISA-sponsored study by Aite-Novarica, median production of second story advisors in 15 bank-based investment services firms was 2.2 times the median production of branch-based advisors in 28 financial institution practices. Source:  Growth...

Banking Scare Not a Big Deal for Financial Advisors

Industry participants report that the crisis that swept away two mid-size banks amid flights of deposits and battered bank market valuations has not had a major impact on financial advisors. According to a Kehrer Group poll conducted over the past week, half the...

Financial Institutions Downshift Wealth Management Ambitions

What a difference a year makes.  Last year at this time, the financial press was trumpeting how banks were going all-in on wealth management.  American Banker Magazine last March: “Banks of all sizes are expanding their wealth management businesses, seeking to deepen...

Optimizing the Second Story Strategy

According to last year’s BISA-sponsored study by Aite-Novarica, median production of second story advisors in 15 bank-based investment services firms was 2.2 times the median production of branch-based advisors in 28 financial institution practices. Source:  Growth...

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Meet Kehrer Group

Since the founding of Kenneth Kehrer Associates in 1985, the investment advice community in banks and credit unions has looked to Kehrer analytics and insights to inform strategies that drive results. Today we launch Kehrer Group to enhance our capabilities and better...

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Disintermediation Déjà Vu

During one of the peer group discussions at our Top Director Awards, the finalists in the mega and large firm categories ruefully reported that, after a hiatus of several years, they were once again facing pushback from bankers about investment sales disintermediating...

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Needed: Better Tracking and Reporting

By now you are neck-deep in planning and budgeting for 2023. What metrics are you managing to as you look to the year ahead? Revenue growth? Assets? Profit margin? From our perspective, the core objective of the investment services unit inside a bank or credit union...

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