Alliance to help expand distribution of TRUST’s institutional portfolios within the credit union industry.
Kansas credit union creates planning center for families with children with special needs.
Back-office services provider Xtend in marketing agreement with CUSO Financial to bring investment services to mid-market credit unions.
The $930 million New England Federal Credit Union is the latest to sign on with broker-dealer CUSO Financial Services LP.
Industry awards, honors.
After briefly moving to another broker-dealer, Pentagon Federal Credit Union has returned to CUSO Financial Services LP.
The $1.4 billion TruMark Financial Credit Union has signed on CUSO Financial Services LP as its broker-dealer.
Six more credit unions have partnered with CUSO Financial Services LP to build their managed and dual employee investment programs.
Nearly seven years ago, changes to Coastal Federal Credit Union’s investment program were put in place to help build a stronger presence with members, many of whom had long-time ties to IBM, the cooperative’s original sponsor.
Through a new partnership with CUSO Financial Services LP, Coastal Federal Credit Union is looking to build on its investment program that’s been in place for more than a decade.