How Digital Branding is Revolutionizing Credit Union Growth
In this episode of CU on the Show, Doug English sits down with John Janclaes, President of Nymbus CUSO, to explore how credit unions can leverage digital branding and strategic partnerships to overcome growth challenges in today’s fast-paced financial landscape. Unlocking Growth Potential Through Digital Branding and Strategic Partnerships The Power of Niche Banking: Serving […]
How to Recruit and Retain Top Talent in the Credit Union Industry
In a rapidly evolving financial landscape, attracting and keeping the right leaders is more crucial than ever. In this episode of CU On the Show, Doug welcomes Charles Shanley, a seasoned executive recruiter specializing in the credit union space. Charles shares his insights on the current trends in credit union leadership, the importance of cultural fit, […]
June 2022 Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in June 2022.
April 2022 Update
Doug English, CFP® discusses what we did in our clients portfolios in April 2022.
March 2022 Update
Doug English, CFP® discusses what we did in our clients portfolios in March 2022.
How Female Leaders Can Stand Out in the Credit Union Movement
According to data released by the Credit Union National Association (CUNA), 51% of credit union CEOs are women. Still, women are less represented in the credit union workplace now than in the 1980s. Jill Nowacki and Judy Tharp join C.U. on the Show to discuss common workplace challenges women face, how employers can recruit more […]
ACTive Bond Strategy March 2022 Update
Watch Doug English, CFP®, give an update on the recent ACTive bond strategy changes for March 2022.
Geopolitics and Equities
Watch Doug English, CFP®, discuss equity strategies in times of geopolitical turmoil.
Navigating Geopolitical Tensions
The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on overseas developments, the other remains squarely focused on the fundamentals of the U.S. economy and the stock market to […]
Should Credit Unions Fund Split-Dollar Plans With Whole Life or Index Universal Life Insurance?
At ACT Advisors, the split-dollar plan is one of the most powerful executive compensation tools we encounter when delivering meaningful benefits to executives. The reasons include relatively reliable returns, lower risk, and their non-taxable nature in most cases. Before a credit union offers a split-dollar plan, however, it must evaluate how to fund it, typically […]