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Special Report: CUSOs

By Staff Writer

The CUSO community is abuzz with talk about what to do if the SEC decides not to extend financial services CUSOs' broker/dealer license exemption. Some CUSOs have already implemented action plans. Read about what they've done and other CUSO news on pages 18-19 and 22.

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Callahan releases "2002 National Guide to CUSOs and Investment Program Providers"

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NACUSO publishes its first "CUSO Reference Directory"

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August 13, 2002

SEC still out on CUSO broker/dealer license exemption, CFS prepares just-in-case strategies

SAN DIEGO - There's still no word from the Securities and Exchange Commission (SEC) on whether the agency will extend the broker-dealer license exemption for CUSOs. But with the ramifications on financial services CUSOs' business models being potentially far reaching, CUSO Financial Services has begun developing strategies to address the...

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August 13, 2002

SEC: Long-ranging effects of decision not necessarily bad

TORRANCE, Calif. - If anyone had suggested a few months ago when the SEC first announced it might not extend CUSOs' broker/dealer license exemption, that the agency's decision could actually prove to be an opportunity for credit unions, their opinion probably would have fallen on disbelieving ears. Though still in...

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August 06, 2002

Special Report: Data Processing & Technology

Some people are already counting out aggregation. Web site innovations are not as plentiful, but still exist. Read about these and other hot tech topics in the special report on pages 18-26.

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August 06, 2002

Symitar partners with Pinnacle to offer NSF protection solution

SAN DIEGO - Symitar Systems is now offering its clients a software add-on to its core system that will allow credit union members to enjoy the same bounced-check protections that bank customers have long had. In fact, Joe Gillen had credit unions in mind when he created Houston-based Pinnacle Financial...

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August 06, 2002

Advancial FCU beefs up online services with inter-institution money transfers

DALLAS - Put money directly into the day care center's checking account. Transfer money from your credit union to your son's bank account near the college he's attending more than 1,000 miles away. Transactions like these are becoming more common as financial institutions and vendors work to tear down traditional...

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August 06, 2002

Forrester, Yodlee at sharp divergence on aggregation

COLUMBIA, S.C. - Catherine Graeber pulls no punches in her just-released Forrester Research piece on aggregation. "A year ago, aggregation was the hot topic. But muted consumer adoption and poor data has led some firms to discontinue their offerings," she writes in a brief paper titled "Aggregation: The Emperor Still...

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August 06, 2002

IT DEMAND: CU IT professionals not as hot as they were in dot-com days, but still very marketable

COLUMBIA, S.C. - While the American economic engine continues to lurch, IT managers in credit union land say their work force has stabilized and that the softened labor market has helped them find and keep good help. That's the take from a quick check Credit Union Times did with executives...

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Top News Stories

Special Report: CUSOs

Callahan releases "2002 National Guide to CUSOs and Investment Program Providers"

NACUSO publishes its first "CUSO Reference Directory"

Recommended Just For You

News Stories

SEC still out on CUSO broker/dealer license exemption, CFS prepares just-in-case strategies

SEC: Long-ranging effects of decision not necessarily bad

Special Report: Data Processing & Technology

Symitar partners with Pinnacle to offer NSF protection solution

Advancial FCU beefs up online services with inter-institution money transfers

Forrester, Yodlee at sharp divergence on aggregation

IT DEMAND: CU IT professionals not as hot as they were in dot-com days, but still very marketable