• 2016-2017 Credit Union Investment Services Study

2016-2017 Credit Union Investment Services Study

Reports/Studies
$250.00

About this item

Each year Kehrer Bielan Research & Consulting surveys investment services in credit unions to benchmark key metrics, chart important trends, and illuminate best practices.

Findings from the 2016-2017 Credit Union Investment Services Survey are now available. For this year’s survey, Kehrer Bielan obtained detailed data for 64 credit unions on the revenue, expenses, asset accumulation, advisor performance, and management of their investment services businesses.

The Credit Union Investment Services Study identifies the most important year-over-year trends in the data, including changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.


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