Credential offers advisors opportunity to become experts
Designation helps advisors and their credit unions gain a greater share of wallet
Wealth Desktop implementation planned over the summer
Credential Financial’s new CEO wants to work with credit unions on wealth management
Industry veteran to grow credit unions’ share of wealth management market
PlanPlus Web Advisor rolled out to credit unions
Letters of credit lodged with Royal Bank
First “Master your Finances” seminar to be held in Vancouver
Agreement consolidates credit union’s offerings
Firm to select and monitor investment managers