investing

• Canadian Broker-Dealer with CU Stake Continues to Expand Reach

  By Michelle A. Samaad  |  April 8, 2013

  First West Credit Union said it has extended its strategic alliance with Qtrade to at least 2019.

• Worrying About Money Eats Up a Lot of Time: McGraw-Hill FCU Survey

  By Michelle A. Samaad  |  April 8, 2013

  Credit union survey contrasts with investor survey from Spectrem that shows personal issues such as health at the fore.

• High Anxiety: Nearly Three-Quarters of Americans Anxious about Retirement Savings

  By Paula Aven Gladych  |  March 14, 2013

  Templeton-sponsored survey finds stress on the rise, with 37% saying they were more concerned about outliving assets, making sacrifices than last year.

• First Tech FCU Hires Chief Investment Officer

  By Marc Rapport  |  March 12, 2013

  New position filled by investments veteran from CEO's former bank.

• CUSOs Team Up to Boost Investment Services

  By Michelle A. Samaad  |  March 8, 2013

  Back-office services provider Xtend in marketing agreement with CUSO Financial to bring investment services to mid-market credit unions.

• Financial Advisers Build Loyalty Beyond Relationships

  By Michelle A. Samaad  |  January 23, 2013

  Now that Bank Transfer Day has come and gone, some credit unions have been working hard to expand those new relationships centered on one facet that longtime members often tout: loyalty.

• FINRA Launches Pilot Remediation-by-Phone Program

  By Melanie Waddell  |  January 17, 2013

  Participation in the pilot program, which began this week, is voluntary and open to cases involving claims of $50,000 or less, FINRA said.

• New England FCU Links Up With CUSO Financial Services LP

  By Michelle A. Samaad  |  December 4, 2012

  The $930 million New England Federal Credit Union is the latest to sign on with broker-dealer CUSO Financial Services LP.

• Elisse Walter to Become New SEC Chairman

  By Michelle A. Samaad  |  November 27, 2012

  A current SEC commissioner who has worked at the agency in several capacities, Elisse Walter has been tapped to become the new SEC chairman.

• 

  Wanting To Retire But Can’t

  By Michelle Samaad  |  November 21, 2012

  Nearly 32% of U.S. adults who would like to retire said they either do not know if they will be able to or do not believe they will ever be able leave the workplace for good.