Credit unions are unique among financial institutions, and the information needed to manage the investment services business inside a credit union are also unique. That’s why Kehrer Bielan produces research that is specifically focused on credit unions. The following will help those tasked with managing the investment services unit inside a credit union to grow and evolve the business, help product and service providers to track important trends in the credit union space, and help credit unions considering entering the business to assess the opportunity in investment services.
2017-2018 Credit Union Investment Services Study and Dashboard (2018)
Effective Financial Advisor Compensation in Credit Unions (2014)*
Financial Advisor Compensation Plans in Credit Unions Comparison (2014)
The Opportunity for Credit Unions in Investment and Life Insurance Services (2013)