The Kehrer Bielan team has spent nearly 100 collective years in this industry. We want to help this industry continue to grow and prosper, just as it has helped us. And we hope that the research we conduct helps point the way. To give back, we have launched the Kehrer Bielan Highlighter to share some of our most important findings, insights, and commentary.

 

No sales pitch.

No charge.

No kidding.

Recent Highlighters

Who Should Manage Your Advisors?

Comparing the Performance of Advisors Employed by the Institution or Its BD Partner Financial institutions working with third party broker dealers face a choice of employing and managing their financial advisors or outsourcing the employment and management of the...

Moving the Goal Posts

Last year was a fabulous time to be providing financial advice in a bank or credit union.  According to the 2021/2022 Kehrer Bielan Annual Industry Checkup, revenue was up almost 17%. The problem with that success, of course, is that financial institution management...

Does the Size of the Investment Practice Matter?

Findings from the 2021 Kehrer Bielan Top Directors Awards Parsing the performance data from the investment services practices in 406 banks and credit unions to identify the 71 best performers provides a window into what makes an investment services firm great.1 One...

Are You Adding Financial Advisors?

At the fall meeting of the Kehrer Bielan Leadership Study Group in Chapel Hill, Tim Kehrer reiterated the case for increasing financial advisor headcount.  “Again and again we find that adding financial advisors is the most promising runway to increasing investment...

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Are Some of Your Top Producers Actually Slackers?

Older advisors tend to be a firm’s top producers.  Advisors build their book over time and become the anchors of the firm’s production.  But new evidence from Kehrer Bielan research suggests that many of these more senior advisors are actually underperforming. As part...

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