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Retail Investment Services

Setting specific goals for healthy performance of retail investment services

Our Credit Union Retail Investment Services Study provides credit unions with the right data to monitor, track, and measure the overall productivity and performance of their retail investment services program.

Regardless of your size or program structure, it has become increasingly important for credit unions to ensure they are effectively serving their members.

Starting With The Right Data Yields The Best Results

Our Investment Services Study consists of the following components:

  • Global view of the retail investment services channel based on data provided by all participating broker-dealers including:  Number of representatives serving members, value and vumber of investment accounts, and aggregate gross dealer concessions
  •  Comprehensive view of individual credit union’s financial models, including data on program structure, staffing, revenue, and expense allocations
  •  Articles on key issues affecting retail investment services programs
  •  Customized scorecard for participants

Download the Table of Contents for the Retail Investment Services Study

Our study explores key areas, such as:

  • Financial consultant compensation expense ratios 
  • Average gross dealer concession per consultant 
  • Accounts per consultant
  • Average assets under management per consultant 
  • Direct expense ratios 
  • And more

For questions on the report, please contact Lydia Cole at 800.446.7453.

Best Value!  Get the Trifecta
($600 value – save over 25%)

3 High Performance Management Resources for year-long support:
Annual Directory, Credit Union Strategy & Performance (CUSP) quarterly journal plus online access, and monthly Callahan Report newsletter.

Are you positioned to take advantage of market opportunities? 

Leverage the power of all three of our performance management publications for annual, quarterly and monthly support.

  • Deep industry analysis and extensive data
  • Industry partner perspectives
  • Interviews with top leaders

More Info

 

"This is a GREAT set of benchmarks.”

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