financial planning services

• Woodlands CU Merger Approved

  November 5, 2012

  Two New Hampshire credit unions, Northeast Credit Union and Woodlands Credit Union announced last week that the merger between the two credit unions has received all necessary member and regulatory approval. Woodlands Credit Union members approved the merger via mail-in balloting as well as in-person voting during a special meeting...

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  Guest Opinion: Investment Service Can Boost Your PFI Status

  By Sara Karam Holtz  |  May 14, 2012

  The constant challenge for a credit union is to become and stay a member’s primary financial institution. Marketers use “PFI!” as an impassioned rally cry, yet, what creates a member’s PFI choice is different per individual.

• Expert Outlines Five Ways to Ramp Up Fee Income

  By Marc Rapport  |  April 20, 2011

  A veteran bond and commercial finance expert says ways exist for credit unions to make more without creating undue new risk.

• Heavy Tech Presence Is a Feature of American Airlines FCU's New Investment Program

  By Michelle A. Samaad  |  November 10, 2010

  Members who are tech savvy, highly mobile and rarely visit branches were those the $5.2 billion American Airlines Federal

• Despite Insurance Firm Sale, Arrowhead Vows to Maintain Member Service

  By Michelle A. Samaad  |  March 17, 2010

  Nearly eight years after the $851 million Arrowhead Credit Union bought a firm to bring a plethora of insurance services to its membership, it recently announced that losses and lackluster profits led to the cooperative selling the subsidiary.

• Anheuser-Busch Employees' CU Adds Trust Services

  By Michelle A. Samaad  |  March 12, 2010

  The $1.2 billion Anheuser-Busch Employees' Credit Union has partnered with MEMBERS Trust Co. to bring trust and asset management services to its members.

• Arrowhead CU Sheds Insurance CUSO

  By Michelle A. Samaad  |  March 10, 2010

  The $851 million Arrowhead Credit Union has sold it insurance subsidiary, Sawyer Cook Insurance, several publications recently reported.