• 2016-2017 Regional & Community Bank Survey Dashboard

2016-2017 Regional & Community Bank Survey Dashboard


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 Dashboard provides a highly detailed overview of the investment services businesses in the 51 banks that participated in the survey. The dashboard describes the range of experience across 48 key metrics, including penetration of the institution’s opportunity, profitability and efficiency ratios, advisor productivity, asset growth, asset and product composition, and key management and expense metrics.