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CUNA Brokerage Services

[Ttitle]IBDsCUNA Brokerage Services
Risk management9
Clearly communicated policies and procedures9.3
Reduction of administrative burden (time and effort)8.4
Turnaround time for material submitted to department9.1
Knowledgeable compliance staff9.4
Approachability and helpfulness9.5
Ability to choose mix of business9.4
Ability to set up own RIA8.7
Social media support7.1
Overall rating9.1
Methodology1=unacceptable, 10=outstanding