After looking at two other broker-dealers, Virginia credit union moves investment and wealth management program to CUSO Financial Services LP.
In my experience, women sabotage their future financial security because they’re more concerned with running out of money in the short term than running out of money later in life. Day-to-day financial matters come first, such as paying for their children’s school expenses and activities, as opposed to saving for...
Security holders approved the merger of NEI Ethical Growth Fund into the NEI Ethical Canadian Dividend Fund.
Alliance to help expand distribution of TRUST’s institutional portfolios within the credit union industry.
In 2012, 401(k) plan participants held 36% of their assets in diversified equities and another 13% in company stock, according to Spectrem in Chicago.
The Callahan Credit Union Financial Services Limited Liability Partnership will continue to serve as administrator for TRUST.
Johnson succeeds Chip Filson, chairman of Callahan in Washington.
Women are catching up with men when it comes to what they have saved and the rate at which they’re saving.
Three more credit unions have signed on with broker-dealer INVEST Financial Corp.
Three out of four investors with retirement money in a former employer’s plan have kept those assets there for five or more years.