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

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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.

If you are interested in participating in our surveys, please contact: Tim tim.kehrer@kehrerbielan.com.

Find a Report by Topic Area

Show all
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
Industry Trends
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
Annual Industry Checkup 2021-2022 (2022)*
The Decision to Own or Outsource a Broker-Dealer (2022)*
Who Should Manage Your Advisors? (2022)*
2020-2021 Bank Broker Dealer Study (2021)
2020-2021 Credit Union Investment Services Study (2021)
2020-2021 Regional & Community Bank Study (2021)
Annual TPM Report 2020-2021 (2021)*
Status of Financial Planning in Financial Institutions (2020)*
Benchmarking Advisor Planning Activity (2020)
Smart Investment 2: How Investment Services Drives Growth of Banking Services, Supporting a Mass Affluent Strategy (2020)
The Current State of Licensed Banker Business Models (2020)
2018 Advisor Compensation Study (2019)
Advisor Production Estimator (2019)
The Benefits of Implementing a Second Story Strategy (2019)
Fixed-Rate and Index Annuities Get No Respect (2019)*
Gender Dynamics in Retirement Investor Households (2019)*
Identifying the Traits of New Era Advisors (2019)*
Improving Client Segmentation: Increasing Wallet Share by Identifying Hidden Assets (2019)*
Product Revenue Flow Comparison Calculator (2019)
Sales Manager Compensation—The Story of Territory (2019)
Serving Small Accounts (2019)*
Smart Investment: Evaluating the Total Return on Investment Services to the Banking Enterprise (2019)*
The ROI of Financial Planning (2019)
The Total Impact of Investment Services on Core Bank Income: Income Contribution Calculator (2019)
Wealth Management Benchmarking Study (2019)*
Advisor Coverage Toolkit (2017)
Advisor Retirement Transition Compensation (2018)
Benchmarking Investment Call Centers (2018)*
Optimizing Advisor Performance: How to Determine the Optimal Branch Deposit Territory and Number of Clients (2018)*
Program Manager Compensation Calculator (2018)
Where Will the Next Generation of Advisors Come From? (2018)*
Ending Catch and Release: A New Era Recruiting Plan to Reel in Advisors (2017)
Omni Channel Segmentation Study (2017)
Program Manager Compensation—When More is Better (2017)
Closing the Back Door: Driving Growth by Stemming Advisor Attrition (2016)
Effective Financial Advisor Compensation: Advisory Business (2016)*
The New Importance of Financial Planning: Who Has a Financial Plan? (2016)*
The New Importance of Financial Planning: Impact on Client Loyalty and Share of Wallet (2016)*
The New Importance of Financial Planning: Impact on the Firm (2016)*
Advisor Tenure Study (2015)
Bank Broker Dealer Operations Survey - Preliminary Findings (2015)
Effective Positioning and Compensation for Sales Assistants (2015)
Trends in Associate Advisor Compensation Plans (2015)
Wealth Management Services 3-Part Series (2014)
The Opportunity for Credit Unions in Investment and Life Insurance Services (2013)
Selling Life Insurance in the Financial Instutution: Integrating the Consumer Perspective (2013)
The Broker-Dealer Conundrum: Build, Maintain or Partner? (2012)*
Who Buys Annuities and Who is Likely to Buy Them (2012)

*Complimentary studies

Take a look at our archives for some of our classic studies.