insurance firms

• How Many Credit Union Staff are Credit Union Members?

  By David Morrison  |  February 19, 2013

  Data analyst firm says 12% of staff at financial services firms are among the financially underserved.

• Vt. Regulator May Nix 'Banking' in CU Ads

  By Jim Rubenstein  |  July 30, 2012

  The banking industry’s longstanding effort to deter or prevent credit unions from using the words “bank” and “banking” in advertising was advanced to a new plateau last week with a proposed cease and desist order placed by the state’s top regulator on the $600 million Vermont State Employees Credit Union.

• Texas Dow Employees CUSO Continues Insurance Buying Spree

  By Michelle A. Samaad  |  February 3, 2012

  A month after TDECU Insurance Agency LLC acquired a Houston-based insurance company, the CUSO has bought two more insurance firms.

• Aite: Retirees Are Redefining Traditional Priorities

  By Michelle A. Samaad  |  December 11, 2011

  As a retiring population’s wealth management goals shift from accumulation to decumulation, the wealth management industry is struggling to catch up, according to a new Aite Group report.

• Aite: Retirees’ Priorities Redefines Traditional Income Plans

  By Michelle A. Samaad  |  December 7, 2011

  Think firm says investment advisers grappling with changes since 2008.

• Cuomo Seeks to Combine Regulatory Agencies

  By Jim Rubenstein  |  January 19, 2011

  The notion of combining regulatory agencies covering credit unions, banks and insurance firms may be a pet project of New York's new governor, Andrew Cuomo, but so far it has won only preliminary CU approval.