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...

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 they tell us they would prefer to do all of their family’s financial...