-
By Michelle A. Samaad |
April 17, 2013
Suzi Williams remembers 30 years ago when a male client would come in for retirement advice and other long-term goals, and if married and his wife came in too, she would sit quietly.
-
By MICHELLE A.SAMAAD |
April 10, 2013
Going into 2014, female and young investors will be taking further control of their financial plans.
-
By Natasha Chilingerian |
February 27, 2013
Investing and stock trading isn’t typically at the top of members’ to-do lists, especially young members’ lists. And it’s not a priority for most credit unions either. In fact, according to Hendrix Niemann, managing director of practice and wealth management services for CUNA Brokerage Services Inc., about 1,000 credit unions...
-
By Michelle A. Samaad |
December 5, 2012
With a team of 10 advisers helping to oversee a retail investment portfolio of $402 million, SchoolsFirst Federal Credit Union places high value on being able to respond to members quickly, seamlessly and efficiently.
-
November 28, 2012
A group of senior CUNA Brokerage Services advisers helped build a new house in Las Vegas for Habitat for Humanity.
-
By Robin Arnold |
October 14, 2012
As a financial adviser specializing in retirement planning and retirement income planning, I work every day with baby boomers. So, I am acutely aware of members’ concerns about the current economy and its impact on their future needs.
-
By Michelle A. Samaad |
September 21, 2012
How members view their retirement plans in a new economy presents not only an opportunity but an obligation for credit unions to fulfill.
-
By Michelle A. Samaad |
July 18, 2012
The $780 million credit union in Moon Township, Pa., recently introduced Clearview Investment Advisors, formerly known as MEMBERS Financial Services.
-
By Michelle A. Samaad |
May 18, 2012
The nearly 450,000 members of Alaska USA Federal Credit Union will have access to CUNA Brokerage Services Inc.’s investment services program.
-
By Michelle A. Samaad |
April 20, 2012
CUNA Brokerage Services training focuses on efficiency, accountability and includes a thesis at the end.
