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Investment Securities

By Wilary Winn | January 30, 2013 | Insights

As part of the changes required by Dodd-Frank, effective January 1, financial institutions can no longer rely solely on the rating agencies to assess the risk of the investment securities they own.

The ...
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FEATURED

Credit Union Merger Results Through 2023 [White Paper]
This June 2024 white paper, an update to our 2021 version, provides readers with an overall perspective of the merger marketplace as well as valuation metrics from the work that Wilary Winn has performed.
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“TruStone Financial has used Wilary Winn’s services for valuation of mortgage servicing rights, mergers/acquisitions and goodwill impairment testing. The entire team at […]”

– Gina Leyda, Vice President, Accounting, TruStone Financial Credit Union – Plymouth, MN