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Recent Press Releases

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3/14/17
 
2/15/17
CFS and SPF Name Richard Keltner as Senior Vice President for Advisory Services
Financial industry veteran joins sister broker-dealers to support advisory and digital platform services for banks and credit unions across the country
1/5/17
Sister Broker-Dealers CFS and SPF Release MyPortfolioView Mobile Application for Investment Clients at Financial Institutions
Investment portfolio management and communication with financial advisors improved with user-friedly and secure mobile app
12/1/16
CFS and SPF Continue to Prove Client Data Security with SOC 1 Type II Certification
Third party validation of control systems safety and security needed by financial institutions
11/2/16
Sister Broker-Dealers CFS and SPF Offer Additional Tools and Resources to Investment Programs to Address Upcoming DOL Fiduciary Rule
Product Mix Transition Calculator among the many tools available to financial institutions and financial advisors to prepare for DOL regulatory change
8/16/16
Sister Companies CUSO Financial Services and Sorrento Pacific Financial Gain SOC Type 1 Certification
Third party validation of control systems supports due diligence needed by financial institutions
7/12/16
CUSO Financial Services Selected as Broker-Dealer by Piedmont Advantage Credit Union for Its Ability to Customize Investment Program to the Needs of the Membership
North Carolina-based credit union expands its investment program offerings to support member value and sustainable growth
6/15/16
University Credit Union Selects CUSO Financial Services for Its Newly Launched Investment Program
Large Los Angeles credit union supports university employees, students and alumni with cutting edge technology and personal financial advisor program
5/24/16
Sister Companies CFS and SPF Launch FireLight E-Application to Simplify Order Entry Transactions
Electronic Application tool continues firms' delivery strategy enabling bank and credit union advisors to do business with clients anytime, anywhere
4/20/16
3/31/16
Thought Leaders from CFS to Speak at NACUSO Annual Conference on Topics Impacting Investment Programs Inside Credit Unions
DOL Fiduciary Rule and Value Proposition for Investment Programs Important to Success of Credit Unions
3/29/16
3/14/16
CFS and SPF Appoint Connie L. Gregory as Senior Vice President Business Development
Financial industry veteran joins sister broker-dealers to support investment programs at banks and credit unions across the country
2/24/16
12/2/15
CFS Selected as Broker-Dealer by Arrowhead Credit Union Due to Its Reputation as a Financial Institution-Focused Broker-Dealer
Inland Empire credit union impressed with staff, leadership, and tailored business planning capabilities
8/25/15
8/5/15
CFS and SPF's 17th Annual Conference Focuses on 21st Century Strategies to Meet the Needs of Investment Clients
Firms' "Lead Forward!" theme represents embracing the future as technology and consumer behavior changes
7/7/15
CFS and America First Credit Union Lay Groundwork for Investment Program Growth with New Collaboration
Comprehensive support and integrated technology cited for the switch
6/03/15
North Island Credit Union Returns to Broker Dealer CUSO Financial Services to Grow Investment Program
Personalized support and commitment to financial institution channel cited by management as deciding factors
 
 

Recent Media Coverage

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1/6/16
 
12/26/15
 
10/27/15
 
10/19/15
creditunions.com logo Site
Talking to Generation X and Millenials About Financial Investing
Things to think about to attract and serve new generations of self-directed investors
 
10/1/15
 
9/14/15
 
9/11/15
 
9/7/15
 
8/24/15
 
7/10/15
 
7/10/15
 
7/8/15