Problem
I. Providing brokerage, wealth management and/or other services that helps members focus on their investments and financial health is critical to credit unions' long-term success.
II. Describe how these companies (each is considered a credit union system partner) have played or may play a role for members and credit unions in the future.
i. Ethical Funds
ii. Credential Financial Inc. (now Aviso Wealth)
iii. Northwest and Ethical Funds
iv. Q-Trade Financial Group.