Resources
Advice, best practices, and thought leadership for wealth management firms. Grow your knowledge and your business.
Featured Customer Stories
How Wintrust Navigated a Major Custodian Conversion with Confidence
Discover how automation helped streamline advisor compensation and improve cross-department coordination.
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Automating Advisor Compensation at Suncoast Credit Union
Discover how automation helped streamline advisor compensation and improve cross-department coordination.
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United Brokerage Services Turns Direct Business into a Strategic Asset with Terrapin
Learn how Terrapin supports United Brokerage Services’ direct business model paving the way to consistent and scalable growth.
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Upcoming and Recent Webinars
On-Demand Webinar: Empowering the Financial Advisor Journey
Explore key strategies solving for the career arc of financial advisors in bank-based wealth management firms.
On-demand Webinar: Top Priorities for Wealth Management Leaders
Learn key perspectives on the current trends, what to expect in the upcoming year, and how to plan ahead.
On-demand Webinar: Turning Direct Business into a Strategic Asset
Explore the challenges and advantages of the direct business model, and learn ways to leverage this strategic asset.
Guides & Assessments
2026 Annual Industry Checkup from Kehrer Group
The Annual Industry Checkup provides year-over-year and long-term trends in banks and credit unions selling investments, advisor headcount, productivity, and their implication for the coming year.
FINRA Audit Preparation Guide
Learn four proven ways to prepare for a FINRA cycle examination – according to leading compliance experts.
Mutual Fund Direct Business
“Is mutual fund direct business a viable option for our firm?” remains an important question for broker-dealers to ask. This guide provides a framework to help find the answer.
Recent Blog Posts
Terrapin Technologies Sponsors Kehrer Group’s Fall Leadership Study Group
What Happens When Trail Revenue Goes Unattributed
Kristefor Lysne on The Modern Financial Advisor Podcast: Fix the Data First
Terrapin Technologies Sponsors Cramer Sales Management Roundtable
The Coaching Conversation Your Data Should Be Setting Up
Buy, Build, or Rent: How Growing Wealth Firms Unify a Fragmented Tech Stack
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Advice, resources, and thought leadership for wealth management firms. Grow your knowledge and your business.