IndustMetricsSlide

 

Annual Surveys

The following reports analyze data from our annual surveys to keep your company on top of the changing landscape of product and service providers.

Annual Industry Checkup 2016-2017

Kehrer Bielan publishes its Annual Checkup to examine the health of the financial advice business in banks and credit unions. The Annual Checkup draws on our annual survey of the third party broker dealers that partner with banks and credit unions;  our benchmarking surveys of bank BDs, credit unions,  and banks that partner with third party BDs; our proprietary surveys of compensation; and industry data from the FDIC. Read more.

 

TPM Report 2016-2017

This report provides detailed information from the annual Kehrer Bielan TPM Survey. This survey has tracked the sales and revenue mix, sales force headcount, financial institution client base, and assets under administration of the twelve largest third party broker dealers since 2006. Read more.

 

Special Interest Surveys

The following reports analyze data from our special interest surveys.

Product Menu and Pricing under the DoL Rule: Summary Report

Bank broker dealers are examining their product offerings and how they are priced as they gear up to comply with the Department of Labor’s Fiduciary Standard for retirement accounts. To learn how their product menus will change, we asked bank and third party BDs whether they planned to offer different product menus for qualified and non-qualified accounts. Find out what we learned from 17 bank broker dealers and 3 third party BDs, which collectively employ over 6,000 advisors. Read more.

 

Selling Index Annuities under the DoL Rule

We recently completed a survey of how bank-owned and 3rd party broker dealers plan to adapt product menus under the Department of Labor’s Fiduciary Standard for retirement accounts. Twenty firms—encompassing over 6,000 advisors—participated. This report analyzes the future of index annuity sales in banks and credit unions based on the results of the product menus survey. Read more.