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Fee-Based Advisory Channel Surpasses Retail Investments, Benchmark Report Shows

By Staff Writer

ROCKLIN, Calif. -- Spotting where the revenue growth is in credit union investment programs, the fee-based advisory channel has seen the largest increase year over year compared to the revenue of other products and services within the retail investment services channel, according to the 2007 Callahan/SCS Credit Union Retail Investment...

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On Site Coverage: Canada's Common Wealth CU Wins MACQUEE Award

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May 21, 2008

On Site Coverage: 2008 NCUSIF Reserve Charges At $215 Million And Rising

LA JOLLA, Calif. -- Head NCUA examiner David Marquis told WesCorp Future Forum attendees yesterday the agency has charged $215 million to share insurance fund reserves so far in 2008, and the board is scheduled to review two more cases tomorrow.

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May 21, 2008

On Site Coverage: NCUA Examiners Will Ask CEOs About Strategy

LA JOLLA, Calif. -- If a credit union's performance ratios have slipped, expect the NCUA examiner to ask the CEO to discuss his or her strategic plan. David Marquis, director of the agency's E&I office told WesCorp's Future Forum audience yesterday he's directing his charges to judge performance and risk...

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May 20, 2008

On Site Coverage: LaVorgna's Economic Forecast Kicks Off WesCorp Future Forum

LA JOLLA, Calif. -- The recession won't be as severe as headlines say, but unique market forces will make it a tough recovery, said Joe LaVorgna, Chief US Economist at Deutsche Bank, who headlined this morning's WesCorp's Future Forum.

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May 16, 2008

On Site Coverage: Visa Looks To Activate CU Card Execs on Interchange

FORT LAUDERDALE, Fla. -- Credit union card executives attending the CSCU annual meeting received a packet of tools designed to help them become active communicators with lawmakers on the issue of card interchange.

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May 16, 2008

On Site Coverage: Now is When CUs Should Market the Difference in Their Card Programs, Filson Says

FORT LAUDERDALE, Fla. -- Consumer anger at major card issuers combined with increased card regulation make this an ideal time for CUs to market their card programs, according to Chip Filson, President of Callahan & Associates.

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May 16, 2008

On Site Coverage: Hackney Calls On CU's To Adopt Electronic Payment Strategies

FORT LAUDERDALE, Fla. -- Even as they focus on improving their credit and debit card programs, credit unions should focus on building an overall strategy on electronic payments, according to a leading CU card executive.

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May 16, 2008

On Site Coverage: CSCU Passes Back Full Proceeds From Visa IPO

FORT LAUDERDALE, Fla. -- A second credit union card processing organization has decided to pass the proceeds of Visa's initial public offering of stock back to its participating credit unions.

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Credit Union Management

Top Credit Union Management Stories

Fee-Based Advisory Channel Surpasses Retail Investments, Benchmark Report Shows

Protect Your Members from Sharks, Direct Them to Client-Oriented Advisers

On Site Coverage: Canada's Common Wealth CU Wins MACQUEE Award

Recommended Just For You

Credit Union Management Stories

On Site Coverage: 2008 NCUSIF Reserve Charges At $215 Million And Rising

On Site Coverage: NCUA Examiners Will Ask CEOs About Strategy

On Site Coverage: LaVorgna's Economic Forecast Kicks Off WesCorp Future Forum

On Site Coverage: Visa Looks To Activate CU Card Execs on Interchange

On Site Coverage: Now is When CUs Should Market the Difference in Their Card Programs, Filson Says

On Site Coverage: Hackney Calls On CU's To Adopt Electronic Payment Strategies

On Site Coverage: CSCU Passes Back Full Proceeds From Visa IPO