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Items Tagged with 'investment'
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Plumbing sm

Are You Selling Products—Or Helping Members Achieve Their Goals?

Investment programs help members achieve their goals and dreams.
May 14, 2013
Phillip Hansen
2 Comments
Plumbing experiment shows the value of trusted advice.
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Tell, Don't Sell

CUs boost income with member-friendly investment and insurance services.
May 12, 2013
Patrick Totty
No Comments
'Fees' not necessarily a four-letter word when linked with member-friendly services.
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Investment services

Help Members Navigate Investment Waters

Revenue from member investment programs helps CUs counteract lower interest income.
July 24, 2012
Patrick Totty
No Comments
Members crave unbiased information from an institution they trust.
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Make Information Actionable!

Consumers need actionable information regarding investments and housing.
July 23, 2012
Lora Bray
No Comments
You can’t accomplish your mission without the right data.
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Balance sheet management

Four Simple Rules for Balance Sheet Management

To use a baseball analogy, hit singles rather than swing for the fences.
July 16, 2012
Jeffrey F. Caughron
No Comments
Large balances sitting in Fed funds have amounted to a painful and mistaken bet on rising interest rates.
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Shrinking margins

Living With Narrow Net Interest Margins

How to deal with life in a low-rate environment.
February 16, 2012
David D'Annunzio
No Comments
In the past, most CUs could generate sufficient net interest to cover operating expenses. For most of us, this is no longer true.
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Discovery Conference

Enhance Your CU’s Investment Portfolio

Re-examine your investment style to build a solid portfolio.
October 7, 2011
No Comments
CU leaders should set aside personal investment biases and change their investment styles to build a solid investment portfolio.
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Investment Services Cement Member Relationships

They pave the way to increased profitability and stronger member ties.
July 13, 2011
Maureen Blaney Flietner
No Comments
Retail investment services give members access to the advisory and brokerage options they need.
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Excess Liquidity Opportunities and Pitfalls

Now more than ever, CUs are looking to investments to reduce excess liquidity.
June 23, 2011
Edward Meier
No Comments
It's easy to get overwhelmed by the time required to choose a quality security. So what can a CU do with excess liquidity?
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Expect Fewer Corporates in CUs’ Future

The corporate CU network will focus more on settlement and payment services; less on investments.
March 4, 2011
One Comment
Corporates will focus more on settlement and payment services; less on investments.
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May Cover

Credit Union Magazine

• May digital edition

May 2013

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Popular Stories

Look into the Future of Finance

Finovate Highlights Industry's Best and Brightest

Jump-Start Your Loan Portfolio: Nine Steps

The Bottom Line About Branding

Are You Selling Products—Or Helping Members Achieve Their Goals?

Recent Discussion

In remembering Warren, the first thing I think of was his smile. He was a gentle, caring man who always thought of others first. I was honored to be a part of the MiOpportinidad project with Affinity Credit Union, Warren and Miriam. His hard work and dedication to that project was inspirational. Warren so deserves this award.

The author really understands the credit union philosophy and I really enjoyed the analogy of his bathroom remodel. The only thing missing was pictures of the finished bathroom! :)

Thank you Phillip for showing the differences between a Big Bank that is only looking to sell you products and a Credit Union that actually looks out for its members needs. Great article!

I love and give a standing ovation to Ron Kase and to other caring people just as much as those who passed away on 2012 like Warren Morrow at Des Moines Iowa. He worked hard for those who are under-served an under-represented, but wasn't mentioned in your magazine. It may be beneficial for the entire world to know about his accomplishments no for his benefit, obviously, but to increase the number of positive and caring people and to add members the CU. Just ask Coopera Consulting at Des Moines Iowa about Warren Morrow's legacy.

That’s right Lisa. The servicing rule would not require a credit union to create its own policies and procedures if all aspects of the servicing are delegated to a sub-servicer. However, remember that the credit union will have to conduct due diligence on the sub-servicer to make sure it is following the minimum requirements for policies and procedures. Unfortunately, even those credit unions that use a third party servicer will need to have a working knowledge of the CFPB’s servicing rule.

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