This Week’s Highlights

Features

The Great Wealth Transfer Is Also A Relationship Transfer

Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
Features

What’s In A Name: AVP Of Member Insights

At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
Features

At Cardinal Credit Union, Small Investments Offer Big Financial Lessons

The Ohio-based cooperative has partnered with a fintech to offer fractional investing as part of its financial education curriculum in local schools.
Features

What Makes Good AI Policy? Start With Curiosity And Accountability.

As credit unions move from experimentation to adoption, leaders offer firsthand knowledge on what separates weak policies from strong ones that actually work.
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