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

Did Financial Institutions Miss the Boat? It Seems to be Sailing Again

RFI Global Survey Data Point to Both Opportunity and Risk Twenty-five years ago, 85% of US households said they preferred to do business with a single financial services company if it could meet the majority of their investment and insurance needs.  Banks and credit...

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...

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...

read more

Counting Metrics

Kudos to David Lincoln for responding to Peter Bielan’s charge to name the five metrics needed to manage wealth management in a financial institution during a recent BISA webinar.  That is a challenging task, which is why the metrics we track in our benchmarking...

read more