advisory services

• 

  CUs Should Stick to Principles in Auto Lending Pricing, Southwest Corporate Investment Adviser Says

  By Michelle A. Samaad  |  April 13, 2011

  If credit unions stick to what they know when it comes to pricing for vehicle lending, it could pay off in the long run in building return and profits.

• PrimeVest Partnership Spurs Growth in Langley Investment Program

  By Michelle A. Samaad  |  February 9, 2011

  With members such as NASA scientists, Langley Federal Credit Union started looking at expanding its 16-year-old investment program in ways that would continue to meet the needs of its unique member base.

• Credit Unions Will Continue to Rely on Interchange and Overdrafts

  By Joyce Moed  |  October 20, 2010

  Debit interchange and overdrafts are still expected to be the top noninterest income drivers for credit unions, despite changes being made to both sources.

• SE Corp Investment CUSO Nearing $1B Under Managemen

  September 8, 2010

  Excess liquidity, low term deposit rates and a changing corporate network have boosted the two-year-old Accolade Investment Advisory, LLC to $905 million currently under management.

• Accolade Closes in on $1 Billion

  By Heather Anderson  |  August 24, 2010

  Thanks to excess liquidity, low term deposit rates and changes in the corporate credit union system, the two-year-old Accolade Investment Advisory, LLC is reporting $905 million currently under management.

• Adviser Contributions Capped

  July 14, 2010

  Investment advisers will soon have to abide by new SEC rules that curb campaign contributions to elected officials given with the hope of getting lucrative contracts for the management of public pension plan assets.

• SEC Curtails Cozy Contract Rewards From Investment Advisers

  By Michelle A. Samaad  |  July 2, 2010

  The SEC has adopted new rules that curb campaign contributions to elected officials from investment advisers who give with the hope of getting lucrative contracts for the management of public pension plan assets.