Kehrer Group’s 2025 Annual Industry Checkup
Terrapin Technologies is proud to sponsor Kehrer Group’s 2025 Annual Industry Checkup, the definitive report on investment services in banks and credit unions. This year’s findings highlight record-breaking growth, shifting business models, and key industry trends.
A Sampling of Key Insights:
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Record Growth: Investment services revenue surged 17%, the strongest increase since 2021.
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Advisor Productivity: Up 18%, with investment assets growing 15%.
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Shifting Models: Bank Broker Dealers saw a 20% productivity boost, while TPMs grew advisor headcount by 6%.
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Credit Unions on the Rise: Now 24.4% of credit unions offer investment services, surpassing banks for the first time.
Since 2012, the Annual Industry Checkup has provided financial institutions with critical benchmarks and long-term trends to navigate the evolving investment landscape.
