Wealth Management

Banks are notable for delivering the components of wealth management—retail securities brokerage, Trust, and asset management—through individual business silos. Kehrer Bielan research examines consumer data and benchmarking surveys to identify ways that financial institutions can better integrate the delivery of wealth management services, provide a more holistic client experience, and capture more of their clients’ assets.

Available Wealth Management Reports

Integrating Wealth Management in Financial Institutions: Case Studies (2019)

Wealth Management Benchmarking Study (2019)

Wealth Management Services Series (2014)

Wealth Management Services: Overview of Findings

Wealth Management Services: Staff Productivity & Compensation

Wealth Management Services: Effectiveness of Alternative Sales Models


*Complimentary study