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.
A group of senior CUNA Brokerage Services advisers helped build a new house in Las Vegas for Habitat for Humanity.
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.
How members view their retirement plans in a new economy presents not only an opportunity but an obligation for credit unions to fulfill.
The $780 million credit union in Moon Township, Pa., recently introduced Clearview Investment Advisors, formerly known as MEMBERS Financial Services.