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.
A group of senior CUNA Brokerage Services advisers helped build a new house in Las Vegas for Habitat for Humanity.
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.
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.