After launching investment services five years ago, the $1.2B Gesa has $44M in assets under management.
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.
LPL Financial said it has signed on Kern Schools Federal Credit Union to its institution services platform.
With a retail investment portfolio of $135 million in assets under management, Alliant Credit Union said it is poised to grow even more.
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.
After weighing the evidence, a Financial Industry Regulatory Authority arbitration panel recently denied all claims against SECU Brokerage Services Inc. in an estate dispute.
The Financial Industry Regulatory Authority may have a hard time deciding whether a defunct credit union-owned brokerage firm
In an article involving a brokerage account complaint, The New York Times said it mistakenly linked an employee that worked with a defunct credit union broker to State Employees' Credit Union.
The $21 billion State Employees' Credit Union is in the middle of a legal quandary involving a widow who opened up a failed brokerage account with a defunct, credit union-formed broker-dealer and investment firm.
The New York Times said it mistakenly linked an employee that worked with a defunct credit union broker to State Employees' Credit Union in a story involving a brokerage account complaint.