The 2012 Temporary Corporate Credit Union Stabilization Fund assessment of 9.5 basis points of insured shares will reduce annualized return on average assets for federally insured credit unions an estimated 8 basis points industry wide, to 0.81%, the NCUA said during its monthly board meeting July 24.
Morningstar has added MEMBERS Trust Co.’s exchange traded fund models to its listing.
The nationally chartered and credit union-owned MEMBERS Trust Co.’s exchange traded fund models are now listed with Morningstar.
The nearly 450,000 members of Alaska USA Federal Credit Union will have access to CUNA Brokerage Services Inc.’s investment services program.
The number of affluent who turn to their credit union or bank for their investment and insurance needs is low, according to a Prudential Financial study.
As a retiring population’s wealth management goals shift from accumulation to decumulation, the wealth management industry is struggling to catch up, according to a new Aite Group report.
Think firm says investment advisers grappling with changes since 2008.
Many of us wish we had a crystal ball we could use to provide us with the answers to many of life’s questions. In many respects, our members feel the same way.
Beating out 750 other financial institutions, Mountain America Credit Union has been named LPL Financial’s 2011 investment program of the year.
With more than $350 billion in assets, affluent investors unhappy with their current employer-sponsored retirement plans have no misgivings about moving their funds elsewhere.