Credit union-affiliated households hold one-half of all personal financial assets in the U.S., and the industry has a reputation for being a trusted financial services provider.
Kehrer Saltzman research also cites gap between consumer trust in banks and credit unions and their trust in the advisers who work there.
Kehrer Saltzman survey finds LPL is the largest.
When the nation’s economy spiraled down around 2008, the housing market and employment sector weren’t the only areas that were hammered.
Nearly half of all financial advisers are paid on the basis of production over the past six to 12 months, a change from years past.
After nearly five years of providing research to benchmark credit union investment and insurance programs, Snyder Consulting Solutions’ studies has been acquired by management consulting firm Kehrer Saltzman & Associates.
The number of affluent who turn to their credit union or bank for their investment and insurance needs is low, according to a Prudential Financial study.