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.
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The financial constraints credit unions faced in 2020 provide insights for how to move forward in the coming year.
Everence FCU lives out the principle of stewardship through loan, investment, and deposit products.
Alissa Sykes guides growth across the enterprise at Sunmark Federal Credit Union by continuing her love of working with math and people.
Based on October traffic (and our editorial instincts), here are the top articles and blogs that appeared on CreditUnions.com.
More stringent accuracy rules will force credit bureaus to leave liens and judgments out of millions of credit reports.
The Indiana credit union funds lending all year with an annual cash surge.
Credit unions on both coasts share how they ramped up new insurance and investment services.
In July 2016, Callahan & Associates surveyed 170 credit union executives from 40 states to gain insight into their current and emerging sources of non-interest income.
Establishing relationships across generations helps ensure future success for heirs and business for advisors.

The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.

The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.

Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.

Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.

Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.

Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.

A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.

Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.

MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.