Most members don't trust financial advisers at their credit unions because they may not know they can get quality investment advice at their local cooperatives.
CUNA Mutual virtual conference attendees hear from CUNA Brokerage Services director in Tuesday session.
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...
How members view their retirement plans in a new economy presents not only an opportunity but an obligation for credit unions to fulfill.
For financial advisers, the traditional methods used to help members when it comes to their long-term planning needs may be going the way of the dodo bird.
CUNA Brokerage Services training focuses on efficiency, accountability and includes a thesis at the end.
By all accounts, it was the $1.6 billion Texas Dow Employees Credit Union that shook up the merger landscape last week with its merger with the $80 million Bluebonnet CU.
With more than $350 billion in assets, affluent investors unhappy with their current employer-sponsored retirement plans have no misgivings about moving their funds elsewhere.