Building on the Kehrer research in the 1980s and 1990s, Kehrer Bielan continues to provide annual studies that monitor investment services trends in banks and credit unions. We also provide periodic flash surveys that provide rapid turnaround answers to questions about emerging trends.
Annual Industry Checkup 2019-2020 (2020)*
Annual TPM Report 2018-2019 (2019)
Fixed-Rate and Index Annuities Get No Respect (2019)*
Product Menu and Pricing under the DoL Rule: Survey Summary (2017)
Selling Index Annuities under the DoL Rule (2017)
Selling Fixed Rate Annuties under the DoL Rule (2017)*
Omni Channel Segmentation Study (2017)*