Who Should Have a Financial Plan?

Kehrer Bielan research has found that financial planning is a win, win, win for the member, the advisor, and the credit union.  Members with a plan are more confident about their financial future, move more of their assets to the advisor who works with them on the...

The Path to Primacy

How Credit Unions Can Engage More Members with Holistic Advice   Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other providers of financial services. And...

More Members Can Invest with Their CU than Ever Before

The number of credit unions offering investment services has remained essentially flat for the past several years. But the credit union industry has been consolidating even faster. As a result, the share of credit unions offering investment services has increased...