Financial advisers bring in $7.7 million of new investment assets in 2013 and produce $246,325 in investment services revenue.
Kehrer Saltzman research also cites gap between consumer trust in banks and credit unions and their trust in the advisers who work there.
Templeton-sponsored survey finds stress on the rise, with 37% saying they were more concerned about outliving assets, making sacrifices than last year.
New position filled by investments veteran from CEO's former bank.
Back-office services provider Xtend in marketing agreement with CUSO Financial to bring investment services to mid-market credit unions.
Broker-dealer INVEST Financial Corp. said it has signed on the $2.2 billion Affinity FCU to provide the cooperative with brokerage and investment services.
The $290 million credit union in Charlotte, N.C., said MEMBERS Financial Services is now Charlotte Metro Investment Services.
Alliance with Multi-Bank Securities Inc. will provide Corporate Investment Services with new product offerings.
With a field of membership steeped deeply in the heart of Silicon Valley, Stanford Federal Credit Union knew that it was sitting on a bevy of untapped opportunities to provide more investment services.
Acquisitions expand insurance, investment services company's market presence in Midwest, Pacific Northwest.