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

Bank BDs Make Progress in Rightsizing Client Books

Nationwide-sponsored Study Finds Reduction in Clients per Advisor   A notable feature of investment services in financial institutions is the large number of clients served by each financial professional, compared to the client books of wirehouse or RIAs.  The...

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...

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...

The Path to Primacy

How Credit Unions Can Engage More Members with Holistic Advice   Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other providers of financial services. And...

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