Jim Metz

CUNA Mutual Plants $15 Million Stake in Investment Services

By Michelle A. Samaad | December 5, 2012

With a team of 10 advisers helping to oversee a retail investment portfolio of $402 million, SchoolsFirst Federal Credit Union places high value on being able to respond to members quickly, seamlessly and efficiently.
Building Sweat Equity

November 28, 2012

A group of senior CUNA Brokerage Services advisers helped build a new house in Las Vegas for Habitat for Humanity.
Financial Adviser Academy Aims to Break Old Habits

By Michelle A. Samaad | April 29, 2012

For financial advisers, the traditional methods used to help members when it comes to their long-term planning needs may be going the way of the dodo bird.
Financial Reform Act Will Pump Up Investor Protections

By Michelle A. Samaad | August 4, 2010

Joe and Jane Consumer may be overwhelmed with what the recently enacted legislation aimed at overhauling financial services means in their day-to-day lives. But advocates say the changes are really in their best interest.

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