Original Award-Winning Research
Focused on you, designed to drive superior performance
Dr. Kenneth Kehrer and Christine Kehrer pioneered research on the bank brokerage and insurance industry in the 1980s and 1990s—tracking sales by banks, credit unions, and product providers, and inventing many of the metrics that are still used to assess the performance of the investment services businesses in banks and credit unions to this day. Kehrer Bielan Research & Consulting continues a proud tradition of conducting unbiased research and delivering results that will help your business to evolve and grow.
Please use the below categories to explore our research, or scroll down to see a complete, sortable list of available studies and reports.
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We treat the firms and individuals who provide us data as true partners, keeping the data they provide confidential, and delivering analyses that are timely and actionable in exchange for their participation in our research.
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Find a Report by Topic Area
Advisor Recruiting and Retention
Bank Broker Dealers
Benchmarking and Performance Assessment
Compensation and Talent Management
Omni Channel Delivery
Operations and Compliance
Regional and Community Banks
Regulatory Research & Due Diligence
Third Party BDs (TPMs)
Tools and Calculators
Take a look at our archives for some of our classic studies.