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."
Two longtime RIA industry figures have joined the board of directors at TaxStatus, a fintech company that garners thousands of IRS data points on clients to share with advisors for improved financial planning oversight and time savings.
Sieg, 58, was head of Merrill Wealth Management, left in 2023 and returned that September to Citigroup, where he worked before being hired by Merrill Lynch in 2009.
Firms announce new recruits including wirehouse breakaways.
"QuantumRisk, by design, recognizes that these so-called "impossible" events actually happen, and it accounts for them in a way that advisors can see and plan for," Dr. Ron Piccinini told InvestmentNews.
Advisors who invest time and energy on vital projects for their practice could still be missing growth opportunities – unless they get serious about client-facing activities.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
