Benchmarking & Performance Assessment

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. The following are Kehrer Bielan’s current benchmarking reports, which identify industry metrics and best practices specific to your situation.
Available Benchmarking & Performance Assessment Reports
Who Should Manage Your Advisors? (2022)*
Top Investment Services Directors Awards (2021)
2020-2021 Bank Broker Dealer Study and Industry Dashboard (2021)
2020-2021 Credit Union Investment Services Study and Dashboard (2021)
2020-2021 Regional & Community Bank Study and Dashboard (2021)
Webinar: Financial Impacts, Compensation, and Coverage Models (2020)
The Benefits of Implementing a Second Story Strategy (2019)
Serving Small Accounts (2019)*
The Total Impact of Investment Services on Core Bank Income: Income Contribution Calculator (2019)
Wealth Management Benchmarking Study
Benchmarking Investment CallCenters (2018)*
Bank BD Operations Survey Preliminary Findings (2015)
*Complimentary study