Third-party broker dealer CUSO Financial is gearing up for the DoL's fiduciary rule and the anticipated shift to fee-based business.
The firm named a company newcomer to a new position as senior vice president for advisory services, CFS announced on Wednesday.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access