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WASHINGTON and ROCKLIN, Calif. — After a little over a year of gathering data from more than 1,300 credit unions and 60 broker-dealers on the scope of their investment programs, reaching more members has become an attainable reality.

Callahan & Associates and Snyder Consulting Solutions have collaborated to form the 2007 Credit Union Retail Investment Services Benchmark study, which includes several dozen financial metrics including investment account/member penetration ratio, financial consultant compensation, and benefits expense ratios and net income contribution.

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