Predicting and Managing a Credit Union's Expense Ratio
This monograph reports on research that has created a new tool to help credit unions manage their expenses, as measured by the expense to asset ratio.
The Latest from William
Inheritances: Who Expects to Leave Money to Heirs?
The purpose of the research is to provide information about the likelihood and size of inheritances. Credit unions can use this information to consider how to offer trust services to their members.
Gifts That Connect the Generations: A Role for Credit Unions
A recent report studied inheritances where the transfer takes place after the death of the giver. This research is about gifts for which the transfer takes place during the lifetime of the giver.
Building Savings-Per-Member at Credit Unions
This study evaluates how credit unions can increase savings per member by attracting more funds from households with more than $25,000 in liquid assets.