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Survey Results will Help Cornerstone Gain Insight into State of Wealth Management in CU Space
Monday, March 31, 2014 6:45 AM

Cornerstone Credit Union League is participating with Kehrer Saltzman & Associates in analyzing the state of Credit Union Retail Investment Services in a benchmarking survey. This survey includes questions regarding a credit union’s retail investment unit revenue and expenses for year-end 2013. All data provided will be kept confidential.

The League will be able to summarize the information for it members once Kehrer Saltzman & Associates has compiled the data in June.

Credit unions interested in participating in the survey, and gaining insight into the state of wealth management in the credit union space, should click here to complete the survey. We thank you for your participation.