Credit union joins firms' other bank and credit union clients.
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.
Branch openings, groundbreakings, announcements
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.