Description
Kehrer Saltzman & Associates, LLC provides institutional and consumer research, investment, insurance, and wealth management services to the financial advice industry. The company offers institutional research services, including surveys, compensation studies, and best practices analyses; and consumer research services, such as analysis of likely buyers of annuities, life insurance, and long-term care insurance. It also provides consulting services analysis of whether to offer investment or insurance services; comparing the performance of the institutions investment or insurance services against peers and recommending improvements; evaluating third party broker dealers, clearing firms, technology vendors, brokerage general agents, and service providers; assessing whether the institutions should build or continue to maintain a broker dealer; integrating wealth management units; program reviews using industry benchmarking data; repositioning investment advisory business for growth; expanding the insurance program in retail investments and wealth management; referral and incentive design analysis; licensed banker program establishment or re-launch; and business structure and organization design for financial institutions and broker dealers. In addition, the company offers consulting on the needs of broker dealers, banks and credit unions, product design, consumer research, competitive intelligence, marketing and positioning, and mergers and acquisitions for product manufacturers and service providers. It serves banks, broker dealers, community banks and credit unions, dearly departed financial institutions, insurance companies, third party broker dealers, clearing brokers, wholesalers, service providers, and wealth management and global financial organizations. Kehrer Saltzman & Associates, LLC was founded in 2012 and is based in Waxhaw, North Carolina.
Corporate Address
9218 Skipaway Drive Waxhaw, NC28173 United States of America
United States of America
704-243-4512
Tags:
Research Analysis, Investment Research, Banking Institutions, Financial Research, Analysis and Market Research, Consulting Research, Credit Bank, Company Research Services, Research Advisory, Banking Products and Services, Institutional Research, Banking Consulting, Product Research, Investment Research Firm, Technology Research, Market Research and Consulting, Business Research, Management Research, Banking Industry, Management Consulting and Research, Financial Markets Research, Market and Industry Research, Bank Management, Market Research Firm, Investment Banking Services, Banking Insurance, Market Research, Banking Financial Services, Industry Research