Insights & Trends | Industry

Discover the latest in marketplace trends, challenges and opportunities impacting the financial service industry and how they can influence your business and strategy.

7 Point Checklist for Creating Prudent SERPS

Use this seven-point checklist to design prudent supplemental executive retirement plans
Lessons Learned for Charitable Giving

Cause marketing strategies and a CDA can give your credit union new ways to have a bigger community impact.
Retain Your Top Talent

Your top executives are one of your biggest investments. Learn 4 successful strategies to retain them.
Ties That Bind: Supplemental Executive Retirement Plans

Strengthen your financial tie between your top executives and your credit union.
Economic Commentary: The U.S. Equity Market Outlook and Valuations

In this edition of Economic Commentary, Robert F. DeLucia, CFA & Consulting Economist, shares his perspective
How Risk Aversion Impacts Wealth Management

Investor sensitivity to market volatility and a sharp shift away from equities is fueled by many factors
Economic Commentary: What's in Store for Investors in 2018 and Beyond

Business and investment cycles will inevitably change. See what economists are forecasting 2018 and beyond.
Industry Update: IRS Limits Adjustments for 2018

The IRS announced its changes to retirement plan contribution and Social Security limits for 2018
The History of the Dow: Why Risk Control Matters More than Ever

Lessons from our nation’s history give insight into factors that typically impact market performance.
The Changing Retirement Landscape

Retirement planning now needs to go beyond asset accumulation, as the majority of the population soon won't be able to rely on pensions and Social Security supplements.
Where Does Financial Advice Fit in the Age of Information?

How do you prove the benefit of cultivating a relationship with a financial advisor over Internet advice?
Economic Commentary: 2018 Tax Cuts and Jobs Act

Formally enacted on Jan. 1, 2018, the Tax Cuts and Jobs Act introduces a number of changes to the tax code
Economic Commentary: Indicators Investors Should Monitor to Understand Market Direction

The extended period of market calm and record-low volatility has ended for the current investment cycle.
Credit Union Trends Report

CUNA Mutual's monthly update of credit union economic trends and the credit union marketplace.
The Convenience Economy and the Rise of Data Analytics

Leverage your touch point data to study your members and strategize.
5 Reasons to Make Convenience a Strategic Priority

Credit unions have a huge opportunity ahead of them. Are you prepared for the wave of the future?
Succeeding in Today's Convenience Economy

Meeting the consumer demand for convenience and simplicity is especially important for credit unions.
State of the Auto Industry – GAP Trends

Economic factors and auto trends are pushing GAP claims to record highs.
Medicare and Social Security

New client service standards require financial advisors to understand government programs' impact on clients.
Is There a Cost to Convenience?

Can you over-emphasize member convenience? The data reveals troubling trends in auto lending.