Michelle Thornton

Manager

Michelle Thornton is Manager, Core Products for CO-OP Financial Services, a credit union service organization based in Rancho Cucamonga, Calif. (www.co-opfs.org). She can be reached at michelle.thornton@co-opfs.org and 800-782-9042, ext. 6162.

TRENDING

Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

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April 19
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

April 19
Industry News

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During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18