That’s one of the findings from a study from research firm Kehrer Saltzman & Associates, which was sponsored by CUNA Brokerage Services Inc.
Credit union-affiliated households hold one-half of all personal financial assets in the U.S., and the industry has a reputation for being a trusted financial services provider.
This Opinion piece looks at digital changes in the brick-and-mortar branch, and the opportunities therein.
The 2012-2013 Credit Union Investment Services Benchmarking Study was conducted by management consultant firm Kehrer Saltzman & Associates.
Kehrer Saltzman research also cites gap between consumer trust in banks and credit unions and their trust in the advisers who work there.
More than 10 years after it opened its doors for business, BECU Trust Co., has entered a new phase.
BECU Trust Co., a subsidiary of the $11.5 billion Boeing Employees Credit Union in Tukwila, Wash., has merged into the MEMBERS Trust Co. in Tampa, Fla.
Merger was completed July 1 and announced this week.
Kehrer Saltzman survey finds LPL is the largest.
In the call to bring out your dead, don’t be so quick to toss branches on top of the heap of abandoned projects.