--- title: Kehrer Group’s 2026 Annual Industry Checkup description: Terrapin Technologies sponsors Kehrer Group’s 2026 Industry Checkup, revealing key trends in investment services growth and productivity. image: https://content.terrapintech.com/hubfs/Kehrer%20Group%20Annual%20Industry%20Checkup_2025-2026_thumbnail-social.jpg --- [![Terrapin Technologies](https://content.terrapintech.com/hs-fs/hubfs/300ppi.png?width=1686&height=327&name=300ppi.png "Terrapin Technologies")](https://terrapintech.com/) # Kehrer Group’s 2026 Annual Industry Checkup Terrapin Technologies is proud to sponsor Kehrer Group’s 2026 Annual Industry Checkup, a leading report on investment services in banks and credit unions. This year’s report highlights the rapid expansion of advisor capacity across financial institutions and the evolving strategies firms are using to drive productivity and growth. ## A Sampling of Key Insights: - Historic Advisor Growth Financial institutions increased advisor headcount by 9.2%, the largest jump observed in the history of the study. - Revenue Momentum Investment services revenue grew 12% in 2025, continuing strong growth across the industry. - Expanding Capacity Banks and credit unions are increasingly licensing branch staff to refer investment opportunities to advisors. - Productivity Challenges Advisor productivity improved by less than 2% as firms continue investing in new advisor recruitment. Since 2012, the Annual Industry Checkup has provided financial institutions with valuable benchmarks and long-term trends to help leaders evaluate performance and navigate the evolving investment services landscape. ![Kehrer Checkup\_2025-2026 - Cover for Website](https://content.terrapintech.com/hs-fs/hubfs/Kehrer%20Checkup_2025-2026%20-%20Cover%20for%20Website.png?width=816&height=1056&name=Kehrer%20Checkup_2025-2026%20-%20Cover%20for%20Website.png "Kehrer Checkup_2025-2026 - Cover for Website") 7850 Metro Pkwy, Ste 320 Bloomington, Minnesota 55425 Main: 612-244-2300 Sales: 612-244-2350 [Contact Us](https://terrapintech.com/contact/) | [Privacy Policy](https://terrapintech.com/privacy-policy/) © 2026 Terrapin Technologies, Inc. All rights reserved.