Insurance/Investments

July 17, 2008
Court Rules in PSECU’s Favor on BJ’s Card Breach Case
By Lindsey Siegriest
PHILADELPHIA — The U.S. Third Circuit Court in Philadelphia ruled in the favor of Pennsylvania State Employees Credit Union yesterday on an appeal the credit union made to a breach of contract ...
Article found in Technology/Data Processing, Regulatory/Compliance, Insurance/Investments, Credit/Debit/ATM
June 12, 2008
Coastal FCU Reaches Out to Lawyers With IOLTAs
By Michelle Samaad
RALEIGH, N.C. — Though still small in numbers, Coastal Federal Credit Union has joined the short list of credit unions nationwide that have started offering interest on lawyer’s trust ...
Article found in Regulatory/Compliance, Insurance/Investments
June 10, 2008
CUSO Financial’s Seyfert Wins Regional Entrepreneur Award
By Michelle Samaad
SAN DIEGO — Valorie Seyfert, CEO of CUSO Financial Services LP, has been named Ernst & Young’s 2008 Entrepreneur of the Year in the business services category for the San Diego region.
Article found in CUSOs, Insurance/Investments
June 10, 2008
Mid-Atlantic Corporate Creates Benefits CUSO
By Michelle Samaad
MIDDLETOWN, Pa. — Mid-Atlantic Corporate Federal Credit Union announced today the formation of a new CUSO, Sollievo Group LLC, to offer benefits and insurance services to credit unions.
Article found in Corporates, Insurance/Investments
June 10, 2008
Gateway Services Sells Direct Mail Business to Allied Solutions
By Michelle Samaad
CARMEL, Ind. — Allied Solutions LLC has acquired another business–this time it’s the direct mail operation from Gateway Services Group LLC, an insurance, investment and trust management ...
Article found in CUSOs, Insurance/Investments
June 9, 2008
Alliant CU Extends Emergency Relief
By Michelle Samaad
CHICAGO — For Alliant Credit Union, it doesn’t matter whether a member is a United Airline employee or not–relief is always ready to go in cases of financial hardships.
Article found in Insurance/Investments, Marketing
May 28, 2008
Protect Your Members from Sharks, Direct Them to Client-Oriented Advisers
By Neil Archibald
According to the Bureau of Labor Statistics, the cost of gasoline has increased by 26% in the last year and oil increases show no sign of slowing down. ...
Article found in Insurance/Investments
May 28, 2008
Sandwiched By Work and Caring For Elderly, Baby Boomers Seek Relief
PASADENA, Calif. — Dubbed the sandwich generation for their position between working full time, raising children and taking care of an elderly parent or relative, credit unions are discovering ...
Article found in Insurance/Investments
May 28, 2008
California Investment Managers Strive to Keep Networking Group Grassroots
By Michelle Samaad
SANTA ANA, Calif. — Over lunch or coffee, outside of the office, colleagues are more apt to talk candidly about the pressing issues of the day.
Article found in Insurance/Investments
May 28, 2008
Bank Mergers Provide Opening for Tremont CU’s Trust Services
By Michelle Samaad
BRAINTREE, Mass. — The type of member seeking trust services at Tremont Credit Union ranges from older couples with concerns about their estates should they have to face Alzheimer’s disease ...
Article found in Insurance/Investments
May 28, 2008
Fee-Based Advisory Channel Surpasses Retail Investments, Benchmark Report Shows
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 ...
Article found in Insurance/Investments
May 28, 2008
Neighborhood CU Boomer Programs Named to ‘Today’ Show’s Top Five
DALLAS — For its plethora of programs courting the 50 and older crowd, Neighborhood Credit Union was recently featured on NBC’s “Today” show as one of the top five financial institutions ...
Article found in Insurance/Investments
May 28, 2008
Baxter CU Advisers on CUNA Council
VERNON HILLS, Ill. — For their performance and service to members, several of Baxter Credit Union’s investment adviser representatives have been named to CUNA Mutual Group’s President’s ...
Article found in Insurance/Investments
April 9, 2008
Investment and Insurance Regulatory Murkiness Sure Bet if Plan Advances
By Michelle Samaad
ROCKLIN, Calif. — The backlash following the release of the controversial regulatory agency overhaul proposal from the Treasury Department last week came on several fronts within the credit ...
Article found in Legislation/Politics, Insurance/Investments
March 18, 2008
Report: Socially Responsible Investments Surpass Managed Assets
By Michelle Samaad
WASHINGTON — Spurred by a number of factors, socially responsible investments increased 18% while other investments under management edged up less than 3% between 2005 and 2007, according to a ...
Article found in Insurance/Investments

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