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."
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
