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.
The nearly 450,000 members of Alaska USA Federal Credit Union will have access to CUNA Brokerage Services Inc.’s investment services program.
CUNA Brokerage Services training focuses on efficiency, accountability and includes a thesis at the end.
In an effort to strengthen its growth strategies, CUNA Mutual Group said it has added to its senior leadership team.
Building capital for future projects, CUNA Mutual Group said it has entered into an agreement with institutional investors to issue $85 million in fixed-rate, 20-year surplus notes.
CUNA Brokerage Services Inc. recently honored 20 financial advisers for their performance and contributions to the financial services industry with its Women of Distinction award.