investment services

• 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.

• Affinity FCU Signs on With INVEST Financial

  By Michelle A. Samaad  |  February 11, 2013

  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.

• Charlotte Metro FCU Revamps Investments Services

  By Michelle A. Samaad  |  February 6, 2013

  The $290 million credit union in Charlotte, N.C., said MEMBERS Financial Services is now Charlotte Metro Investment Services.

• Corporate America Credit Union CUSO Signs Broker-Dealer Pact

  By Michelle A. Samaad  |  November 27, 2012

  Alliance with Multi-Bank Securities Inc. will provide Corporate Investment Services with new product offerings.

• Stanford FCU Overhauls Investment Services

  By Michelle A. Samaad  |  October 22, 2012

  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.

• SWBC Buys Three Specialty Risk Management Firms

  By Marc Rapport  |  October 1, 2012

  Acquisitions expand insurance, investment services company's market presence in Midwest, Pacific Northwest.

• Pentagon Federal Credit Union Moves Back to CUSO Financial

  By Michelle A. Samaad  |  September 11, 2012

  After briefly moving to another broker-dealer, Pentagon Federal Credit Union has returned to CUSO Financial Services LP.

• Virtual Utilities Employees Credit Union Debuts Investment Program

  By Michelle A. Samaad  |  July 10, 2012

  The new lineup comes through a partnership with SWBC Investment Services LLC, a registered broker-dealer.