The Filene Research Institute recently named Elevations Credit Union President/CEO Gerry Agnes to serve on its research council.
Women, those with high education levels and defined contribution plan holders are among those most open to establishing a trust account, according to a new Filene Research Institute report.
I spent time in Scottsdale, Ariz., last week at CO-OP's THINK 2010 conference. CO-OP didn't become the largest CUSO by accident, and credit unions could take a lesson or two from the organization.
Using lotteries or sweepstakes to encourage savings deposits, helping members who don't save automate their savings efforts and including all the expenses of owning a car