Our First Video Highlighter

We first launched the Kehrer Bielan Highlighter to share our most important findings, insights, and commentary in bite-sized pieces. Today we are excited to launch a new way for you to access our great content. Introducing the Kehrer Bielan Highlighter on YouTube. Now...

Who Should Have a Financial Plan?

Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union.  Members with a plan are more confident about their financial future, move more of their assets to the advisor who works with them on the...

Who Should Prepare Plans for Your Clients?

New Study Says Include Professional Planners in the Mix   Most financial institutions rely on financial advisors to prepare and deliver financial plans.  But a new Kehrer Bielan study sponsored by Ameriprise Financial Institutions Group found that firms that...