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...

Referrals Continue to Free Fall as Branches Adapt to Lobby Restrictions during Crisis

Apr 28, 2020 | Advisors, Research

Referrals from branch staff have been a defining aspect of investment services in banks and credit unions. The availability of qualified referrals has helped attract advisors to financial institutions and helped banks and credit unions pay out 5 to 6 percentage points...

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