investment services

• CU Investment Services Help Boost Broker-Dealer Revenue

  By Michelle A. Samaad  |  June 12, 2013

  Kehrer Saltzman survey finds LPL is the largest.

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  Down, Not Out? Branch Count Shows Shift in Service Delivery

  By Myriam DiGiovanni  |  March 27, 2013

  In the call to bring out your dead, don’t be so quick to toss branches on top of the heap of abandoned projects.

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  Innovative Branch Design Flies in Face of Idea Branch is Dead: Print Preview

  By Myriam DiGiovanni  |  March 21, 2013

  Don’t be so quick to toss branches on top of the heap of abandoned projects. This preview from next week's print edition explains why.

• CUSOs Team Up to Boost Investment Services

  By Michelle A. Samaad  |  March 8, 2013

  Back-office services provider Xtend in marketing agreement with CUSO Financial to bring investment services to mid-market credit unions.

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  Branching 3-13-13

  March 8, 2013

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  Branching 2-20-13 (1)

  February 20, 2013

• Affinity FCU Signs on With INVEST Financial

  By Michelle A. Samaad  |  February 11, 2013

  Broker-dealer INVEST Financial Corp. said it has signed on the $2.2 billion Affinity FCU to provide the cooperative with brokerage and investment services.

• Charlotte Metro FCU Revamps Investments Services

  By Michelle A. Samaad  |  February 6, 2013

  The $290 million credit union in Charlotte, N.C., said MEMBERS Financial Services is now Charlotte Metro Investment Services.

• Snyder Consulting Sold to Kehrer Saltzman

  By Michelle A. Samaad  |  January 30, 2013

  After nearly five years of providing research to benchmark credit union investment and insurance programs, Snyder Consulting Solutions’ studies has been acquired by management consulting firm Kehrer Saltzman & Associates.

• Kehrer Saltzman Acquires Snyder Consulting CU Investment Studies

  By Michelle A. Samaad  |  January 24, 2013

  Pete Snyder now a vice president at The Golden 1.