Outgoing CEO Post says time is right. Successor Trunzo says he plans to build on company strengths.
Eleven credit unions from seven states sign up for services.
The financial crisis of 2008 most likely taught members one hard lesson – no one wants to lose their money like that ever again.
Most members don't trust financial advisers at their credit unions because they may not know they can get quality investment advice at their local cooperatives.
That’s one of the findings from a study from research firm Kehrer Saltzman & Associates, which was sponsored by CUNA Brokerage Services Inc.
A number of factors could be driving a lack of confidence on the part of women as they manage their finances, says credit union financial adviser Anna Kamp.
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.
Going into 2014, female and young investors will be taking further control of their financial plans.
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...
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.