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.
Original Award-Winning Research Areas
Please use the below categories to explore our research, or scroll down to see a complete, sortable list of available studies and reports.
Benchmarking & Performance Assessment
Business Strategy
Compensation & Talent Management
Credit Unions
Financial Planning
Industry Trends
Regulatory Research & Due Diligence
Third Party BDs (TPMs)
Tools & Calculators
Top Investment Services Directors Awards
Wealth Management
Participate in Our Surveys
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.
If you are interested in participating in our surveys, please contact: Tim tim.kehrer@kehrerbielan.com.
Find a Report by Topic Area
Advisor Recruiting and Retention
Advisory/Managed Money
Annuities
Associate/Junior Advisors
Bank Broker Dealers
Benchmarking and Performance Assessment
Business Strategy
Compensation and Talent Management
Credit Unions
Financial Planning
Life Insurance
Omni Channel Delivery
Operations and Compliance
Platform Bankers
Regional and Community Banks
Regulatory Research & Due Diligence
Sales Assistants
Third Party BDs (TPMs)
Tools and Calculators
Wealth Management
*Complimentary studies
Take a look at our archives for some of our classic studies.