portfolio management

• Canadian Broker-Dealer with CU Stake Continues to Expand Reach

  By Michelle A. Samaad  |  April 8, 2013

  First West Credit Union said it has extended its strategic alliance with Qtrade to at least 2019.

• Ohio MBL CUSO Touts First-Quarter Financials

  By Michelle A. Samaad  |  April 5, 2013

  Cooperative Business Services is hoping the $29 million it funded in the first quarter will lead to a second consecutive year of record growth.

• People in the News

  By Staff Writer  |  January 9, 2013

  America’s First Federal Credit Union, Birmingham, Ala., has appointed Audra Weber as the new vice president of human resources and training. Weber has been with America’s First since 2011 and was formerly the assistant vice president of human resources. . .

• People 11-14-12

  November 14, 2012

• Investment CUSO Ends 2011 with $1 Billion Under Management

  By Michelle A. Samaad  |  January 9, 2012

  Accolade Investment Advisory LLC, a wholly owned CUSO of Southeast Corporate Federal Credit Union, said it finished 2011 with nearly $1.2 billion in assets under management.

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  Pennsylvania CUSO Taps New CEO

  By Michelle A. Samaad  |  October 3, 2011

  Member Business Financial Services has hired Gary Graves as its new CEO.

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  MBL Approaches Are Unique at Two Calif. CUs

  By Michelle A. Samaad  |  August 10, 2011

  PORTLAND, Ore. — When the business lending slump was at its peak a few years ago, entrepreneurs who were working with Redwood Credit Union and Orange County’s Credit Union were likely immune to the collapse.

• Michigan CUSO to Create a Statewide Lending Brand

  By Michelle A. Samaad  |  May 23, 2011

  One of the inspirations behind creating a statewide lending brand that would be easily recognized by small business owners in Michigan evolved from conversations with local trade groups.

• $500 Mil. Mark for Northwest

  November 17, 2010

  A CUSO owned by Northwest Federal Credit Union recently reached the $500 million in assets under management mark.

• CU Direct Plans New Lending Conference

  By Jonathan Londino  |  November 9, 2010

  CU Direct Corporation, the parent company of auto lending solutions CUSO CUDL, announced that it will be hosting a new lending conference in 2011.