WASHINGTON — Callahan & Associates and SCS Consulting have teamed up to launch the 2007 Credit Union Retail Investment Benchmark Program to provide industry information specific to the credit union retail investment channel and enable credit unions to benchmark and improve their own retail investment programs.

The report will include data on total program gross revenue or fee income received from the broker dealer, number face-to-face financial consultants, number of investment accounts, and total value of invested dollars and compensation and operating expenses for the program. The data looks at performance metrics for the industry and relevant asset size comparisons. Recommendations for improving retail investment programs along with case studies of successful retail investments programs will also be included.

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