4 Tax-Planning Tips for a Fiscally Healthy 2017

Editor’s Note: In-depth coverage of this issue can be found at Tax Facts Online, the premier reference on the taxation of insurance, employee benefits and investments. While it is always important for clients to take stock of their financial health as...

Credit Union Collaboration: How Do You Begin?

Let’s assume you know that your credit union needs to collaborate to reduce operating costs but are unsure of how to start down the path. A certain amount of planning is necessary, however, you shouldn’t over plan and as a result never “pull the...

Fintech Banks: A New Uber?

The Office of the Comptroller of the Currency (“OCC”) recently announced that it would consider applications by Fintech companies to organize a national bank to conduct their activities. This should be a wake-up call for many institutions, but particularly...

As New Congress Convenes, CU Trades Paint Target on CFPB

As congressional Republicans attempt to loosen federal regulations, credit union trade organizations are urging them to paint a target on one particular agency: the CFPB. With the 115th Congress convening this week, both trade groups outlined their legislative goals...

New Year Brings in New CEOs

The New Year ushers in new CEOs at credit unions in North Dakota, California, Washington, Massachusetts and Ohio. On January 1, Barb Messner became the second president/CEO of the Community Credit Union in New Rockford, N.D. Messner’s predecessor, Marvel...