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CUAnswers McQueen create ALM alliance
GRAND RAPIDS, Mich. (2/28/11)--CU*Answers, a core processing credit union service organization, and McQueen Financial Advisors, a Securities Exchange Commission-registered investment advisory and asset liability management (ALM) provider, have formed an alliance to improve the ALM processes and reporting for their clients. Through the alliance the two firms will collaborate on data sharing, reporting of ideas, new tools, educational programs and more in-depth consulting. “The level of knowledge and analytical skills required to manage risks has increased exponentially in the last five years, and the goals of this alliance step outside the normal ALM practices and increase awareness of all facets of risk management through analytical tools,” said Jim Vilker, vice president of professional services at CU*Answers. The two firms have scheduled a calendar of educational events that include classroom training, regional training events, conference training and webinars for 2011.


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