advisory services

• NCUF Pairing Up For Big Ideas in Financial Services Innovation

  By David Morrison  |  October 9, 2012

  National Credit Union Foundation working with Center for Financial Services Innovation to find one big idea to fund.

• Bank Transfer Day: Year Later, Relationships Blossom

  By Michelle A. Samaad  |  October 1, 2012

  For many credit unions, the first 90 days after a new member signs on can be a critical gauge on whether a relationship can be nurtured and sustained for the long term.

• Bank Transfer Day a Year Later, New Relationships Blossom

  By Michelle A. Samaad  |  September 27, 2012

  An in-depth look at what has become of all those new members after last fall's big surge.

• Bank Transfer Day a Year Later, New Relationships Blossom: Print Preview

  By Michelle A. Samaad  |  September 27, 2012

  A look at what has become of all those new members after last fall's big surge. A preview from next week's print edition.

• FINRA Fee Increases May Raise Sticker Price on Financial Advice

  By William H. Byrnes, Esq., and Robert Bloink, Esq., LL.M.  |  August 2, 2012

  FINRA’s proposed 25% increase in the fees that it collects from financial service firms may become a reality within the next few months.

• Alloya Corporate CUSO Partners with CU Investment Solutions

  By Michelle A. Samaad  |  July 31, 2012

  Move seen as streamlining investment process.

• Coastal FCU Builds on Investment Program

  By Michelle A. Samaad  |  January 31, 2012

  Through a new partnership with CUSO Financial Services LP, Coastal Federal Credit Union is looking to build on its investment program that’s been in place for more than a decade.

• Stable Economy Seen as Means to Reverse the Slump

  By Michelle A. Samaad  |  December 18, 2011

  If credit unions were looking for a lending panacea in 2011, it was nowhere to be found. It wasn’t for a lack of money to lend because many cooperatives were awash in funds, economists said over the course of the year.

• Post-Bank Transfer Day: Building Ties That Bind New Members

  By Michelle A. Samaad  |  November 20, 2011

  Fresh out of college a few years ago, Tyler Leonhardt accepted a position at Bank of America.

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  New Member Deposits Don’t Dilute Financials, Expert Says

  By Michelle A. Samaad  |  November 17, 2011

  One industry expert believes credit unions can become a new member’s primary financial institution without negatively impacting the delivery costs of their products and services.