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Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.
April 10 -
The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.
May 2 -
Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.
June 22