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

Bank-Based Advisors Are Doing More Planning, But More Progress Is Needed

That was a central theme of the eighth annual Kehrer study group on developing holistic advisors.  The first afternoon the group dissected the conflicting data on whether banks and credit unions are making progress on increasing advisor planning productivity and plan...

Financial Institutions Added Advisors in 2023, but Did They Keep Pace with the Growth if the Banking Business?

Kehrer Group research has demonstrated repeatedly that financial institutions tend to be under repped—they have too few financial advisors given their opportunity.  Not only is adding advisors the most direct way to grow the retail wealth management business, adding...

Bank-Based Advisors Struggle to Grow Assets

Robust Asset Acquisition Dissipated by Asset Attrition As the business of financial advice has shifted from generating transaction revenue to asset-based compensation, asset growth has become an increasingly important metric for directors of retail wealth management...

An Advisor Goes to Work at a Bank…

Thanks to Chris Cassidy for highlighting the advantages of pursuing a financial advice career in a bank or credit union – access to the institution’s customers/members, the institution’s brand and marketing prowess, and the professional associations: Four Reasons to...

Rightsizing Bank-Based Advisor Books:

A Mixed Report Card The branch referral model at the core of most bank and credit union retail wealth management businesses has resulted in advisors stockpiling clients to the point that serving all of them is problematic; either many clients are underserved, or they...

Show Me the Money:

Trends in Advisor Compensation in Financial Institutions   Even before Karl Marx laid it all out, there has been historical tension between labor and capital:  who gets the larger share of the pie?  The same holds for the financial advice industry:  how much of...

read more