Those credit unions that provided investment services to their members in 2013 experienced a 9% increase in penetration, beating out banks.

The finding is according to Kehrer Bielan Research & Consulting’s 2013-2014 Kehrer Bielan Credit Union Investment Services Benchmarking Study, which culled data from 905 credit unions with investment services offerings and a survey of a sample of 46 credit unions about the workings of their investment services businesses.  


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