Most members don't trust financial advisers at their credit unions because they may not know they can get quality investment advice at their local cooperatives.
CUNA Mutual virtual conference attendees hear from CUNA Brokerage Services director in Tuesday session.
LPL Financial said it has signed on Kern Schools Federal Credit Union to its institution services platform.
Washington state credit union adds investment adviser through CUSO Financial Services.
Investing and stock trading isn’t typically at the top of members’ to-do lists, especially young members’ lists. And it’s not a priority for most credit unions either. In fact, according to Hendrix Niemann, managing director of practice and wealth management services for CUNA Brokerage Services Inc., about 1,000 credit unions...
After nearly five years of providing research to benchmark credit union investment and insurance programs, Snyder Consulting Solutions’ studies has been acquired by management consulting firm Kehrer Saltzman & Associates.
Pete Snyder now a vice president at The Golden 1.
Credit union joins firms' other bank and credit union clients.
How members view their retirement plans in a new economy presents not only an opportunity but an obligation for credit unions to fulfill.
The $965 million Allegacy Federal Credit Union in Winston-Salem, N.C., has opened a new financial center in the Wake Forest BioTech Place.