Archive Links

Consumer Archive
CU System Archive
Market Archive
Products Archive
Washington Archive
150x172_CUEffect.jpg
Contacts
LISA MCCUEVICE PRESIDENT OF COMMUNICATIONS
EDITOR-IN-CHIEF
MICHELLE WILLITSManaging Editor
RON JOOSSASSISTANT EDITOR
ALEX MCVEIGHSTAFF NEWSWRITER
TOM SAKASHSTAFF NEWSWRITER

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
Economic growth leaps in Nov, @ChicagoFed reports http://t.co/8Xo9lKLFf2
1 minutes ago
#NewsNow Redwood CU branch manager will do double duty as mayor http://t.co/yRnkcQYrEG
41 minutes ago
.@PCUA PAC donors notch record $151K+, surpassing 2013 total
42 minutes ago
Cheney, La Pine, Middleman join @NCUFoundation board #NewsNow http://t.co/4C14PZpFf5
2 hours ago
Happy holidays! Here's your gift-report of another data breach: Staples between April and Sept, 1.16M cards at risk http://t.co/jDhJCkf3LC
2 hours ago