CUNA Brokerage Services Inc.

• Female Advisers Say Connection with Women Clients Yields Success

  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.

• Wanting More Control, Investors Turn to Self-Directed Options

  By MICHELLE A.SAMAAD  |  April 10, 2013

  Going into 2014, female and young investors will be taking further control of their financial plans.

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  Helping Young Members Warm Up to Investing

  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...

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  CUNA Mutual Plants $15 Million Stake in Investment Services

  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.

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  Building Sweat Equity

  November 28, 2012

  A group of senior CUNA Brokerage Services advisers helped build a new house in Las Vegas for Habitat for Humanity.

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  In Retirement Flux, Credit Unions Are Safe Haven: Guest Opinion

  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.

• Credit Unions’ Role Must Evolve in ‘New Normal’ Economy: Expert

  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.

• Clearview FCU Expands Investment Program

  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.

• Alaska USA, CUNA Brokerage Form Investment Pact

  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.

• Financial Advisers’ Boot Camp Aims to Deepen Member Relationships

  By Michelle A. Samaad  |  April 20, 2012

  CUNA Brokerage Services training focuses on efficiency, accountability and includes a thesis at the end.