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.
The $290 million credit union in Charlotte, N.C., said MEMBERS Financial Services is now Charlotte Metro Investment Services.
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.
Pete Snyder now a vice president at The Golden 1.
MassMutual Trust and O.M. Financial Group partner in offering.
With a retail investment portfolio of $135 million in assets under management, Alliant Credit Union said it is poised to grow even more.
With its chartering announcement last week, Thrivent Financial Federal Credit Union began life as a credit union again, an identity it has not held since Thrivent Financial was formed out of two credit unions in 2001.
Credit union joins firms' other bank and credit union clients.
More companies are helping employees to healthier lifestyles and long-term financial security, two trends likely to grow because of rising health insurance costs and uncertainties over Social Security benefits and diminishing corporate pension plans.
With a field of membership steeped deeply in the heart of Silicon Valley, Stanford Federal Credit Union knew that it was sitting on a bevy of untapped opportunities to provide more investment services.