Annual Research Studies

Each year Kehrer Bielan collects performance data from investment services businesses inside financial institutions, and from the third-party broker dealers that support those businesses. Our proprietary database of performance benchmarking data is unmatched in the industry, and is used by bank and credit union investment services firms to assess their performance relative to their peers.

Kehrer Bielan also continues to provide annual studies that monitor investment services trends in banks and credit unions.

The following are Kehrer Bielan’s annual studies, which identify industry metrics and best practices specific to your situation.

Annual Research Studies

Click on a title for information about the study. Click here for sponsorship and advertising information.

Benchmarking Advisor Financial Planning Activities