America First Credit Union Switches to New Broker-Dealer
The nation's seventh largest credit union moved its investment program to CUSO Financial Services drawn in part by its technology systems and accessibility.
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The Wayne, N.J.-based bank chose Cetera Financial Institutions because it believed the firm could help the bank expand its service offerings into the mass-affluent market. more »
The community bank says that LPL's compliance resources and technology were major factors in its decision. more »
John Lang and Michael Taylor of Morgan Stanley left their firm to launch a new ultrahigh-net-worth wealth management unit at BankPlus. more »
Advisors at banks and credit unions are younger and more of them are women than those at wirehouses and independent firms, giving them an edge in attracting women and millennials. more »
Banks and credits unions have only about one-third of the total advisors they need to provide "a really good client experience," says executive at BISA's 2015 annual convention. more »
The San Diego-based advisor allegedly participated in private securities transactions that resulted in two elderly investors losing more than $340,000. more »
Credit unions generated more revenue from investment sales based on deposits than did banks large enough to own their broker dealer. more »
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