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Insurance/Investments
Credit Union CDs Are Now a Wisconsin College Savings Plan Option
November 18, 2009
Wisconsin consumers looking to save for their children’s education can now put their money in a credit union CD that is part of the state’s college savings plan....
Take the Time to Make the Most of Open Enrollment, Expert Says
November 18, 2009
Is your credit union making the most of open enrollment?...
CUNA Mutual Reveals Secrets of Baby Boomers
November 17, 2009
Tapping into strategies to serve baby boomer retirees will be the focus of a free Dec. 17 Webinar hosted by CUNA Mutual Group....
ALM First Forms Merger Assessment Division
November 17, 2009
To help acquiring credit unions with merger decisions, ALM First Financial Advisors LLC has teamed up with several firms to create a new division to assist them....
CUNA Mutual Closes Crop Insurer Deal
November 06, 2009
CUNA Mutual Group said it has closed on its purchase agreement with Producers Ag Insurance Group to become the sole owner of the crop insurer....
Advisers Prefer Less Provider Visits, More E-Contacts, Survey Shows
November 05, 2009
Investment advisers at credit unions and CUSOs are familiar with the litany of visits, e-mails and calls from providers, but those frequent contacts may not yield long-term relationships. ...
ING to Sell Broker-Dealer PrimeVest
November 03, 2009
PrimeVest Financial Services, a firm with nearly a dozen credit union clients, is one of three independent broker-dealers that will be sold by ING Group, the company said today. ...
ShareBuilder Still Growth Engine for ING
November 03, 2009
Online brokerage firm ShareBuilder Corp. continues to generate growth for ING Direct even as the company’s credit union clientele has decreased....
Texans CU Confirms Resignation of CUSO CEO, Manager
October 30, 2009
Texans Credit Union confirmed Thursday evening that Mike Haselden had indeed announced his resignation from Texans Insurance Group to pursue another career opportunity....
Affluent Moving More Retirement Money Around
October 23, 2009
In search of better value, personalized advice and a financially-sound provider, affluent investors said they have moved significant amounts of their retirement money around over the past year....
GESA CU Preps for November Investment Program Launch
October 20, 2009
After a few years on the drawing board, Gesa Credit Union has moved forward with implementing its first investment program....
Elevations CU Builds Trust Services Outreach
October 19, 2009
MEMBERS Trust Co. has teamed up with the $920 million Elevations Credit Union to help members with their estate planning needs....
Short-Term CDs a Hot Commodity
October 15, 2009
For the sweetest deals on certificates of deposit, consumers are typically steered to credit unions. But the competition is getting stiffer for the cooperatives....
CUNA Brokerage CEO to Head INVEST Financial
October 13, 2009
Steve Dowden, president/CEO of CUNA Brokerage Services Inc. will leave the company at the end of October to serve as president/CEO of broker-dealer INVEST Financial Corp., the firm announced today....
Alliant CU Planning Tool Features Virtual Adviser
October 07, 2009
Members of Alliant Credit Union now have access to SimpliFi, an online financial planning tool with “Sophie,” a virtual adviser to walk them through the process. ...