Archive Links

Consumer Archive
CU System Archive
Market Archive
Products Archive
Washington Archive

News Now

Products
First Tech teams with Raymond James investments
ST. PETERSBURG, Fla. (2/2/12)--Addison Avenue Investment Services, the investment services program of First Tech FCU in Palo Alto, Calif., has partnered with Raymond James to offer investment and wealth management services.

In January, Raymond James Financial agreed to buy the Morgan Keegan brokerage, creating one of the biggest regional brokerage firms in the country. (The New York Times Jan. 11).

Addison Avenue Investment Services was initially launched in 1998 to serve the investment needs of Hewlett-Packard employees. Since then, it has grown into the largest credit union investment program in the country, with 30 financial advisers operating 38 branches in eight states and managing $2.2 billion in assets.


RSS print
News Now LiveWire
July 's Fed Bank's "FedFocus" has some interesting articles: incl cost/benefits of $1 currency 2 coin conversion ttp://tinyurl.com/nybmnhh
1 Day ago
Do you wish you were a News Now subscriber? Go here: http://t.co/7evfBSjeMx
1 Day ago
Financial education for student body key part of Altura #creditunion, UC-Riverside partnership #NewsNow http://t.co/Xp6OJd66o6
1 Day ago
.@VTcreditunions gains 200 new FB followers in just 2 wks to reach 1,000 http://t.co/I89xJcv4Jg
1 Day ago
.@CUNA is testifying on reg relief Tues,July 15 at 2 p.m. be4 Hs Fin Serv Subc. Here is the agenda and witness list: http://t.co/yBRhlmdqHt
1 Day ago