Regulatory and Due Diligence

Kehrer Group provides research that helps firms act in the best interest of their clients. The Department of Labor’s Fiduciary Rule was a fire drill for the financial advice industry that consumed months of resources, but Kehrer Group’s research helped the bank insurance and securities community navigate the shifting landscape, assess alternative responses, and take a strategic, data-driven approach to get positioned for a new era. Kehrer Group continues to provide research that helps firms assess their product and service providers.