Annual Benchmarking
Each year Kehrer Group 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.
Available Benchmarking Reports
Here are Kehrer Group’s current benchmarking reports, which identify industry metrics and best practices specific to your situation.
Banks with 25+ Advisors
Regional & Community Banks
Credit Unions
Profitability Study
Investment Services Surveys
Learn more about how we report our benchmarking survey findings to best reflect the different structures of the 3,000 financial-institution-based firms providing investment advice.
Participate in Our Surveys
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@kehrergroup.com