Vermont’s largest credit union has moved its wealth management program to broker-dealer CUSO Financial Services (CFS) after an extensive review of rival third-party marketing firms. New England Federal Credit Union was attracted to CFS’s service-oriented culture, which aligned with the credit union’s own culture, according to an announcement from CFS on Tuesday.
All Bank Investment Consultant articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.