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
Stay tuned for coverage of @CUNA's BSA conference which starts Sunday. #CUNABSA #CUNACompliance
1 Day ago
Today's the last day to complete @CUNA's Home Depot data breach survey http://t.co/UcB8G9bVXe #StoptheDataBreaches
1 Day ago
Brenda Davis of Cross Roads Ministries will walk through 83 communities during the Ending Hunger Walking tour. (2 of 2)
1 Day ago
The Ending Hunger Walking tour, coordinated by the Maine CU League, kicked off at Old Maine CU in Augusta today. (1 of 2)
1 Day ago
Darwin Brokke of Citizens Community CU represented the #CU Association of Dakotas at a housing summit hosted by @SenatorHeitkamp
1 Day ago