Doug English Provides September 2024 Market Insights: Strategic Portfolio Adjustments for Clients
Doug English, CFP® discusses the markets and what we did in our clients portfolios in August 2024.
How Leadership Competency Shapes Success in the Credit Union Movement
In a rapidly evolving financial landscape, leadership competency is a critical factor that can determine the success or failure of credit unions. This week’s episode of “CU On the Show” features an insightful discussion with Heather McKissick, CEO of CUES, on the nuances of leadership in the credit union industry. Heather shares her journey, personal […]
Doug English Provides August 2024 ACT Advisors Market Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in July 2024.
How Generative AI is Revolutionizing Credit Unions
Generative AI is making waves across various industries, and credit unions are no exception. In this episode of “CU On the Show,” Brian Scott, Executive Vice President and Chief Growth Officer at PSCU Co-op Solutions, delved into how AI is transforming the credit union landscape. From improving customer experience to enhancing operational efficiency, the potential […]
How Fintech Partnerships Can Transform Credit Unions Into Member-Centric Powerhouses
In the latest episode of “CU On the Show,” host Doug English sits down with Samantha Paxson, a seasoned expert in credit union evolution and fintech collaboration. This insightful conversation dives into how credit unions can become more member-centric and significantly enhance their market share through strategic fintech partnerships. Expect to learn about the challenges […]
Doug English Provides May 2024 ACT Advisors Market Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in April 2024.
How Credit Unions Can Leverage Subordinated Debt for Growth and Impact
In the financial landscape, where innovation meets tradition, credit unions have found a powerful tool in subordinated debt to fuel growth, impact, and community support. Today, we delve into an insightful discussion featuring Todd Fanning, CFO and Interim CEO (September 2023- February 2024) of GreenState Credit Union, and Mike Macchiarola CEO of Olden Lane, exploring […]
Doug English provides April 2024 ACT Advisors Market Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in March 2024.
How Technology Can Humanize Culture: Transforming Credit Union Workplaces
In a world where technological advancements continue to shape and redefine the landscape of credit unions, the question of how technology can humanize culture is not just pertinent but essential. In this detailed exploration with Dr. Troy Hall, a best-selling author and expert in talent retention and cohesion culture, we delve into the ways technology […]
Wes Johnson provides March 2024 ACT Advisors Market Update
Wes Johnson, CFP® discusses the markets and what we did in our clients portfolios in February 2024.