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By Peter Westerman

The Jan. 15 issue of The New York Times published an article by Gretchen Morgenson ("Arbitration, Litigation, Aggravation") about a complaint filed by a trust set by Helen Cohen involving an investment account Cohen opened before her death.

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Boomers in Canada Report Mixed Outlook on Retirement

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Widow's Failed Brokerage Account Causes Finger Pointing

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January 25, 2011

United Nations FCU CUSO Extends Reach to Caribbean

Members of the Cooperativa San Jos? Credit Union in the Dominican Republic will have access to investment services through an alliance with United Nations Federal Credit Union.

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January 25, 2011

Robbers Often Strike at the Same Branch Multiple Times

The $1.4 billion Ascend Federal Credit Union, headquartered in Tullahoma, Tenn., made headlines when one of its branches was robbed three times in three weeks.

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January 24, 2011

Affluent Trust CUs, Banks for Financial Advice

Consumers with between $50,000 and $250,000 in assets available for investment said they are highly satisfied with the advice they receive from their credit unions and banks.

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January 23, 2011

Volunteers to Test Out CU Estate Planning Program

Nearly 3,000 volunteers with State Employees' Credit Union's advisory board and board of directors will have the opportunity to test out a new estate planning pilot program.

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January 23, 2011

New York Times Runs Correction on SECU Brokerage Story

The New York Times said it mistakenly linked an employee that worked with a defunct credit union broker to State Employees' Credit Union in a story involving a brokerage account complaint.

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January 20, 2011

Balance Sheet Solutions Takes Over Western Bridge's Financial Solutions Group

Starting Jan. 4, the eight-person Financial Solutions Group working inside San Dimas, Calif., Western Bridge Corporate FCU had a new employer.

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January 19, 2011

SEC Seeks More Investment Adviser Oversight Authority

The SEC is asking Congress to give it more power to strengthen its investment adviser examination program including through assessing fees to fund exams, according to a new study from the commission.

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Top Credit Union Management Stories

Verbatim

Boomers in Canada Report Mixed Outlook on Retirement

Widow's Failed Brokerage Account Causes Finger Pointing

Recommended Just For You

Credit Union Management Stories

United Nations FCU CUSO Extends Reach to Caribbean

Robbers Often Strike at the Same Branch Multiple Times

Affluent Trust CUs, Banks for Financial Advice

Volunteers to Test Out CU Estate Planning Program

New York Times Runs Correction on SECU Brokerage Story

Balance Sheet Solutions Takes Over Western Bridge's Financial Solutions Group

SEC Seeks More Investment Adviser Oversight Authority