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Credit Union Investment Study Explores Best Practices

The breadth of investment service offerings at credit unions and how to better serve their members in this area is the focus of a new study.  The 2012-2013 Credit Union Investment Services Benchmarking Study was conducted by management consultant firm Kehrer Saltzman & Associates in Charlotte, N.C.

Kehrer Saltzman said it surveyed 45 credit unions to obtain detailed data on the revenue, expenses and structure of their investment services businesses.

“Fully one-half of all personal financial assets in the U.S. are held by credit union households, and credit unions are by far the most trusted and preferred provider of financial services to their members,” Kehrer Saltzman said.

Read more at http://www.cutimes.com/2013/09/11/credit-union-investment-study-explores-best-practi

 

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