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CU Industry Veteran James Gowan Joins ACT Advisors Investment Firm

ACT Advisors, a firm specializing in financial planning and investment management for credit union executives, welcomes James Gowan as senior credit union executive consultant...

Tech CU Enters into New Broker-Dealer Relationship with LPL Financial; Changes Name of its Wealth Management Group to Tech Financial Management

Move to LPL Financial Will Enable Tech CU to Scale its Investment Services Platform Technology Credit Union (Tech CU) recently entered into a new broker-dealer relationship...

Maintain Your Profitability with MSR Hedging

Over the course of 2019, the yield curve has significantly decreased and flattened causing primary mortgage rates to fall. This has caused an increase...

Key Considerations for Strategic Growth in 2020 and Beyond

After years of assisting credit unions and banks navigate the merger & acquisition process, I’ve learned many valuable lessons. One...

Sharonview Federal Credit Union Announces Chief Financial Officer

 Sharonview Federal Credit Union, one of the nation’s top 200 credit unions, is pleased to announce its new Chief Financial Officer – Jim Edwards,...

5 Steps to Better Budgeting for 2020

The strategic planning season is ramping up and many financial institutions have initiated the process of preparing for 2020 – identifying likely challenges, defining...

The fast rise of POS credit – how banks and credit unions can use their credit cards to offer point of sale financing… without...

The fast rise of POS credit – how banks and credit unions can use their credit cards to offer point of sale financing… without touching...

An Investment Process for Any Rate Environment

Jason Haley, Managing Director, Investment Management GroupALM First Financial Advisors Shahid Sattar, Director, Advisory Services GroupALM First Financials Advisors In response to slower global growth expectations...