Kehrer Bielan Research & Consulting

Kehrer Bielan Research & Consulting Provides industry insights based on melding research & experience in managing investment, insurance,

Kehrer Bielan is a strategic management consulting firm that provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance and wealth management. Please visit us at www.KehrerBielan.com

We work with banks, credit unions, broker-dealers, insurance companies and related financial services companies to provide se

rvices including market research, product and business development, consulting and industry discussion groups.

Announcing a restructuring for Kehrer Bielan. Find out all the details here: https://media.websitecdn.net/sites/715/2023...
01/25/2023

Announcing a restructuring for Kehrer Bielan. Find out all the details here:https://media.websitecdn.net/sites/715/2023/01/Kehrer-Bielan-Announces-Restructuring.pdf

May the peace and joy of the Holidays be with you today and throughout the New Year!
12/20/2022

May the peace and joy of the Holidays be with you today and throughout the New Year!

During one of the peer group discussions at our Top Director Awards, the finalists in the mega and large firm categories...
12/16/2022

During one of the peer group discussions at our Top Director Awards, the finalists in the mega and large firm categories ruefully reported that, after a hiatus of several years, they were once again facing pushback from bankers about investment sales disintermediating deposits. A few months ago banks and credit unions were awash in deposits, but the tide has abruptly shifted. Read more: https://bit.ly/3YF5K4W

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Dire...
12/08/2022

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Directors in mega firms. View all the winners here: https://bit.ly/3F2xxmM

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Dire...
12/08/2022

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Directors in large firms. View all the winners here: https://bit.ly/3h1Y4sB

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Dire...
12/08/2022

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Directors in mid-size firms. View all the winners here: https://bit.ly/3BgFlQN

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Dire...
12/08/2022

Last night we announced the winners of the 2022 Top Investments Services Directors. Congratulations to the 2022 Top Directors in small firms. View all the winners here: https://bit.ly/3h8twW2

We're about to kick off the 2022 Top Director Awards with a general session featuring keynote speakers Larry Cohen, dire...
12/07/2022

We're about to kick off the 2022 Top Director Awards with a general session featuring keynote speakers Larry Cohen, director of the MacroMonitor, and Brian Doherty, president and CEO of Filtech. We'll announce winners this evening at the awards ceremony

Have a happy and healthy
11/24/2022

Have a happy and healthy

To those who have served, thank you for your service.
11/11/2022

To those who have served, thank you for your service.

ICYMI: we announced the 2022 Top Directors Awards finalists for the Mega Firm category. Winners will be announced at the...
11/07/2022

ICYMI: we announced the 2022 Top Directors Awards finalists for the Mega Firm category. Winners will be announced at the Top Directors Awards Ceremony on Dec. 7th. Take a look at all the finalists here: https://bit.ly/3DLPGEJ

By now you are neck-deep in planning and budgeting for 2023. What metrics are you managing to as you look to the year ah...
11/07/2022

By now you are neck-deep in planning and budgeting for 2023. What metrics are you managing to as you look to the year ahead? Revenue growth? Assets? Profit margin? Read more: https://bit.ly/3Ea4Sgd

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