CUNA Brokerage Services training focuses on efficiency, accountability and includes a thesis at the end.
Essex National Securities Inc., a broker-dealer once owned by a subsidiary of Addison Avenue FCU, has been acquired by private New York investment firm.
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.
Changes that began to surface in the wealth management realm in 2008 are expected to be realized this year.
Through a new partnership with CUSO Financial Services LP, Coastal Federal Credit Union is looking to build on its investment program that’s been in place for more than a decade.
I sat next to a man on the plane out to the Credit Union Water Cooler Symposium in Indiana who turned 30 people supporting his cause into 5,000.
I sat next to a man on the plane out to the Credit Union Water Cooler Symposium in Indiana who turned 30 people supporting his cause into 5,000. His story had all the topics that would make good news footage–and social networking.
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.
A veteran bond and commercial finance expert says ways exist for credit unions to make more without creating undue new risk.