The $1.3B credit union updates its 18-year-old retail investment program.
Retail investment clients can now capture document images via their mobile devices and send them to credit union financial advisers.
The $1.3B credit union partners with CUSO Financial Services to operate a dual employee model.
Mobile app allows financial advisers to manage accounts in the field.
Credit union-affiliated households hold one-half of all personal financial assets in the U.S., and the industry has a reputation for being a trusted financial services provider.
The $776 million St. Mary’s Bank of Manchester, N.H. appointed Pamela Ordway vice president, loan operations manager. Ordway will be responsible for the direct workflow of residential and consumer loan operations, including processing, underwriting, closing, post-closing, and the secondary market portfolio. She served as vice president, processing and underwriting, at...
From East and West, Midwest and South, credit union people in the news.
After looking at two other broker-dealers, Virginia credit union moves investment and wealth management program to CUSO Financial Services LP.
Kehrer Saltzman survey finds LPL is the largest.
Washington state credit union adds investment adviser through CUSO Financial Services.