Credit Union Management

When it comes to risk management, CUNA Mutual is enhancing its offerings to provide credit unions greater peace of mind.

Pete Snyder of SCS Consulting and Callahan and Associates has formulated a benchmarking program to gather and analyze data on retail credit union investment programs. For the first time, global information will be provided by the nine major broker dealers that work with CUs that, combined with the 931 credit...

Investment/Trust Special Report Briefs 10/17/07

Is it time to offer trust services? Many credit unions are asking that question. Profit margins in trust services can be staggering once assets grow beyond some critical mass. We've learned that fact from other financial institutions. But we also know that it can take years to reach that point,...

When Visions Federal Credit Union rolled out its trust services program in 2004, the litany of bank mergers happening at the time helped the financial institution offer an alternative to frustrated customers.

This Thanksgiving will mark 14 years since a pivotal no-action letter from the Securities and Exchange Commission put in place requirements for networking broker-dealers from customer disclosure to the actual location of a firm's securities activities emerged and would eventually have a huge impact in the credit union industry.