Kehrer Bielan Research & Consulting provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance, and wealth management services.
How can we help your firm?
- Performance assessment, benchmarking, and identifying best practices in bank and credit union investment and insurance services.
- Talent management, including compensation analysis and recruitment and retention strategies.
- Due diligence to help banks and credit unions meet heightened regulatory requirements.
- Analysis of consumer research to better understand what bank and credit union customers want and how to engage them.
- Industry metrics, including annual analyses of trends and market share.
The firm's principals—Kenneth Kehrer, Peter Bielan, and Jon Gabriel—have participated in the financial advice industry as executives, researchers, analysts, and spokespersons for over 30 years. Together they bring a unique, unbiased resource and perspective through their original research, actionable advice, and keen understanding of where the industry has been and where it needs to go.