Search
 

CUSO Financial Expands Fee-Based Account Line

As an alternative to traditional, commissioned-based relationships, CUSO Financial Services LP has launched three fee-based accounts for credit unions.

X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

SAN DIEGO — As an alternative to traditional, commissioned-based relationships, CUSO Financial Services LP has launched three fee-based accounts for credit unions.

The CUSO Asset Management suite includes ETF (Exchange Traded Funds), Index Plus (Index Mutual Funds), and UMA (Unified Management Account). Fee-based asset management provides investors with an alternative to the more traditional “commission-based” relationship with their investment advisors, according to CFS. In a typical fee-based, fully managed account relationship, the investor pays an annual fee based on a percentage of assets being managed.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.

Already have an account?

Recommended Stories

Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.