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.
The National Credit Union Foundation has identified the winners of two of the three winners of Herb Wegner Awards for 2012.
Two large trust CUSOs Getting Together....
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.
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.
At Visions Federal Credit Union, the face of wealth has taken on different and nontraditional features.
After testing out an estate planning pilot program last year with more than 1,100 of its employees, State Employees' Credit Union wants one more round of feedback before rolling out services to its 1.6 million members.
Hudson River Community Credit Union, Corinth, N.Y., announced that CEO Susan Commanda will serve a one-year term on the Community Credit Union Committee.
For some credit unions, it continues to take a whole lot of arm twisting to prove that offering trust services to their members is really worth the effort and time commitment needed to see a steady return on investment.
TruMark Financial Credit Union, Trevose, Pa., celebrated the opening of its 13th branch. The credit union held a ribbon-cutting ceremony at the new branch located at Parkwood Shopping Center in Philadelphia.