Learn best practices for improving credit union investment management.
LPL Financial said it has signed on Kern Schools Federal Credit Union to its institution services platform.
Texas firm now serves more than 175 credit union and bank clients.
Washington state credit union adds investment adviser through CUSO Financial Services.
Nearly half of all financial advisers are paid on the basis of production over the past six to 12 months, a change from years past.
St. Louis corporate among first distributors of TRUST credit union mutual funds since new partnership was announced.
Kansas City investment CUSO sends out letter saying CEO Brian Hague, EVP Doug Richardson, have left.
The LPE program is targeted at helping to increase productivity, household penetration and share-of-wallet.
Growing number of active traders and consumers wanting more control over their investments led to more growth in the self-directed market in 2012.
The constant challenge for a credit union is to become and stay a member’s primary financial institution. Marketers use “PFI!” as an impassioned rally cry, yet, what creates a member’s PFI choice is different per individual.