trust services

• Alliant Looks to LPL to Expand Investment Footprint

  By Michelle A. Samaad  |  December 12, 2012

  With a retail investment portfolio of $135 million in assets under management, Alliant Credit Union said it is poised to grow even more.

• Alliant CU’s Investment Program Joins LPL Financial

  By Michelle Samaad  |  November 19, 2012

  Credit union joins firms' other bank and credit union clients.

• Stanford FCU Overhauls Investment Services

  By Michelle A. Samaad  |  October 22, 2012

  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.

• Branching News

  By Staff Writer  |  September 24, 2012

  Branch openings, groundbreakings, announcements

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  Investment Revamp at Coastal FCU Aligns With Membership Needs

  By Michelle A. Samaad  |  February 26, 2012

  Nearly seven years ago, changes to Coastal Federal Credit Union’s investment program were put in place to help build a stronger presence with members, many of whom had long-time ties to IBM, the cooperative’s original sponsor.

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  Wegner Awards Include Dorety and Invest in America

  By David Morrison  |  August 31, 2011

  The National Credit Union Foundation has identified the winners of two of the three winners of Herb Wegner Awards for 2012.

• BECU Trust, MEMBERS Trust Announce Merger Plans

  By Michelle Samaad  |  July 7, 2011

  Two large trust CUSOs Getting Together....

• Texas Dow Employees Credit Union Makes Move Into Houston Market

  By Jim Rubenstein  |  May 23, 2011

  By all accounts, it was the $1.6 billion Texas Dow Employees Credit Union that shook up the merger landscape last week with its merger with the $80 million Bluebonnet CU.

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  Affluent Investors Can Bring in Billions

  By Michelle A. Samaad  |  May 23, 2011

  With more than $350 billion in assets, affluent investors unhappy with their current employer-sponsored retirement plans have no misgivings about moving their funds elsewhere.

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  Trust Services Evolve as Members’ Needs Fall, Rise

  By Michelle A. Samaad  |  March 16, 2011

  At Visions Federal Credit Union, the face of wealth has taken on different and nontraditional features.