LPL Financial said it has signed on Kern Schools Federal Credit Union to its institution services platform.
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.
Actual members breathe life into BECU’s latest campaign.
Canadian cooperative says stock buy part of strategy to grow major business lines.
Hirings, promotions, retirements.
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. . .
With a retail investment portfolio of $135 million in assets under management, Alliant Credit Union said it is poised to grow even more.
Credit union joins firms' other bank and credit union clients.
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.