Back-office services provider Xtend in marketing agreement with CUSO Financial to bring investment services to mid-market credit unions.
Xtend Inc. occupies new space under same roof in Grand Rapids.
Hirings, promotions, retirements.
UECU increases its client base.
The new lineup comes through a partnership with SWBC Investment Services LLC, a registered broker-dealer.
EGI Financial Holdings Inc. said it has acquired CUISA Managing General Agency Corp., a British Columbia specialty insurance operation.
Essex National Securities Inc., a broker-dealer once owned by a subsidiary of Addison Avenue FCU, has been acquired by private New York investment firm.
One of the biggest challenges we face today is how to profitably grow while providing outstanding service and value to our members.
Battle Creek, Mich., credit union offers multiple products.
The leadership team at Travis Credit Union left the offices behind for a day of painting at a local mission.