CUSO Financial Services, a unit of Atria Wealth Solutions, announced that Clearview Federal Credit Union has partnered with CUSO after having been affiliated with LPL Financial.
Clearview, based in Pittsburgh, has 18 locations throughout Southwestern Pennsylvania. Its more than 117,000 members have more than $1.8 billion in assets.
Clearview had been affiliated with LPL Financial since LPL acquired CUNA Brokerage Services Inc., which worked with 550 advisors at credit unions, last year.
"As members' expectations evolve, we knew we needed the support of a wealth management firm with the industry experience and agility to adapt,” Costas Grekis, vice president of wealth management at Clearview, said in a statement, adding that CUSO “is an innovative, responsive, and accountable firm delivering all that and more to our team and members."
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The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
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