NEWPORT BEACH, Calif. - NACUSO plans to fully explore at its annual conference May 1-4 the effects on CUSOs if the Securities and Exchange Commission decides not to extend the license exemption applied to CUSOs under the Chubb Securities Letter of 1993, that allows CUSOs to share commissions with broker/dealers....
SAN DIEGO - What a difference four years have made in credit unions' experience with offering investment services to members through CUSOs. Valorie Seyfert, president of CUSO Financial Services recalls when she and COO Amy Beattie founded the company four years ago, CUs were just getting started with the service...
EL PASO, Texas -El Paso Credit Union Affordable Housing LLC hasn't given up its goal of being self-sufficient and providing mortgage loans to low-income El Pasoans, but the affordable mortgage lending CUSO has been forced to reevaluate its priorities for the time being until it finds adequate funding. Inspired by...
TWO RIVERS, Wis. - Lakeshore Investment & Tax Service has managed to beat the odds twice in its short lifetime, which isn't bad for a CUSO that's owned by five small credit unions ranging in size from $6 million to $60 million in assets. Just the fact that Lakeshore Investment...
Intriguing, dynamic, flashy, spectacular .. these are just some of the words to describe the kinds of facilities today's credit unions are building. Once built, credit unions aren't relying on "build it and they will come" - many are pulling out all the stops to lure members to facility grand...
With technology becoming an integral part of meeting members' needs, today's credit union facilities have found the right balance between "high-tech" and "high-touch". Here are just a few examples of ways credit unions help members feel like old friends:
FORT COLLINS, Colo. - Talk about taking in your surroundings. Norlarco Credit Union's new Drake branch not only incorporates local stones but embodies its members' interests. Ready to differentiate itself from other financial institutions, Norlarco CU turned to Seattle-based strategic facility planning firm Emick,Howard & Seibert, Inc. to update its...
