wealth management

• Female Advisers Say Connection with Women Clients Yields Success

  By Michelle A. Samaad  |  April 17, 2013

  Suzi Williams remembers 30 years ago when a male client would come in for retirement advice and other long-term goals, and if married and his wife came in too, she would sit quietly.

• BECU Members Go Live in Marketing Campaign (Video)

  By Myriam DiGiovanni  |  April 3, 2013

  Actual members breathe life into BECU’s latest campaign.

• Desjardins Group Buys Stake in Qtrade Online Brokerage Firm

  By Michelle A. Samaad  |  February 6, 2013

  Canadian cooperative says stock buy part of strategy to grow major business lines.

• People in the News

  By Staff Writer  |  February 6, 2013

  Hirings, promotions, retirements.

• 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. . .

• 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.

• People 11-7-12

  November 5, 2012

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  In Retirement Flux, Credit Unions Are Safe Haven: Guest Opinion

  By Robin Arnold  |  October 14, 2012

  As a financial adviser specializing in retirement planning and retirement income planning, I work every day with baby boomers. So, I am acutely aware of members’ concerns about the current economy and its impact on their future needs.

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  Members Shift Into Repair Mode

  By Michelle A. Samaad  |  September 24, 2012

  Matching contributions to employee 401(k) plans had either been scaled way back or completely eliminated as firms looked for ways to rehydrate dry revenue streams to weather the Great Recession years of 2008 and 2009.