Several factors are converging in the investment services industry that are prompting credit union executives to rethink their investment offerings and service models – including increased competition, commoditization of advice, continued decreases in branch traffic, and growing fiduciary pressure. In a January article of CU Today, Kevin Mummau, Chief Relationship Officer of CFS/SPF, shares 3 Essential Elements of Successful Investment Programs that will help credit unions remain competitive in the current landscape.
