• 2016-2017 Regional & Community Bank Study

2016-2017 Regional & Community Bank Study


About this item

Each year Kehrer Bielan Research & Consulting surveys banks that partner with a third-party broker dealer to deliver retail investment services to benchmark key metrics, chart important trends, and illuminate best practices.

Fifty-one banks participated in the 2016-2017 Kehrer Bielan Regional & Community Bank Survey.

The Regional & Community Bank Study identifies the most important year-over-year trends in the data, including changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.