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6/28/16
 
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12/26/15
 
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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
 
10/8/15
 
10/1/15
 
10/1/15
 
9/14/15
 
9/11/15
 
9/7/15
 
8/24/15
 
7/10/15
 
7/10/15
 
7/10/15
 
7/8/15
 
07/7/15
 
07/6/15

Time for a Change
Profile of Valorie Seyfert and Amy Beattie 
 
06/23/15

CFS Named #2 Securites Dealer by SDBJ
CFS and SPF Ranked among the Top 10 Securities Dealers in San Diego by the San Diego Business Journal
 
6/8/15
 
6/1/15
 
5/5/15

Top Program Managers: More of the Best

CFS and SPF program managers rank in top list
 
4/30/15
 
4/29/15
 
4/12/15
 
3/25/15
 
2/24/15
 
2/16/15
 
12/17/14
 
12/12/14

Six Steps to Revenue Growth
Interview with Kevin Mummau, CFS EVP of program development
 
12/9/14

What You Need to Know About Home Banking Integration
Interview with Mitzi McMillin, CFS senior VP of business systems
 
12/1/14
 
11/24/14
 
10/3/14
 
10/1/14

Credit Unions Capture Member Investments
Client-centric approac leads to a successful member investment program
 
09/29/14

Helping Elderly Clients Spot Scams
Interview with Monica Daggs, CFS vice president of trading and operations
 
09/29/14

Ranking the TPMs by Revenue
CFS Ranks Number 4 of Top Third Party Marketers
 
08/28/14

Are Health Care Costs in Retirement Really So High?
Interview with Lorraine Griswold, CFS manager of insurance services
 
08/11/14
 
08/05/14

Million-Dollar Advice From The BIC Top 50
CFS advisor Kevin McDermott of Citadel FCU offers his best advice to other advisors in this BIC feature.
 
07/30/14

CUSO, Sorrento Release New Mobile Imaging App
CFS and SPF release new document imaging app to help advisors and clients
 
07/29/14

CUSO Rolls Out Investment Doc App
CFS and SPF new document imaging app for advisors and clients featured on Credit Union Times
 
07/15/14
Hawaii State Federal Credit Union Switches to Broker Dealer CUSO Financial Services to Grow Investment Program
Hawaii State FCU chooses CFS as new broker dealer to grow investment program
 
07/10/14

Hawaii State FCU taps CUSO Financial Service to expand Investment Program
CFS chosen by Hawaii State FCU as new broker dealer to help grow investment program
 
07/08/14

Six Factors to Look for When Moving your Investment Program
CFS EVP of Program Development Kevin Mummau provides six important factors for moving an investment program
 
07/01/14
 
06/30/14

FP50 2014: Biggest Independent Broker-Dealers

CFS and SPF are #37 on Financial Planning’s Top 50 Independent Broker-Dealers of 2014
 
06/17/14

CFS Named #5 Securites Dealer by SDBJ
CFS and SPF Ranked among the Top 10 Securities Dealers in San Diego by the San Diego Business Journal
 
05/29/14

CFS Offers Advice for Sharpening "Soft Skills" in BIC Article
Rosanne Roberts Discusses Ways Advisors Can Practice Intangible Skills
 
05/29/14

CFS and SPF Recognized for Innovative Technology by BISA OneSource
A BISA OneSource Spotlight on the CFS and SPF Mobile Scanning Application
 
05/28/14

CFS CEO Featured in Bank Investment Consultant Article
CFS CEO Valorie Seyfert Discusses New Business Strategies for Third Party Marketers
 
05/10/14

CFS Ranked in Top 5 Healthiest Companies by SDBJ
CFS has been ranked among the Top 5 Healthiest Hompanies in San Diego by the San Diego Business Journal
 
03/24/14

Retirement Apps Keeping Pace
CFS Mobile Scanning App Makes Life Easier for Financial Advisor
 
03/11/14

CUSO Financial Honored for Mobile App, Service
CFS and SPF receive two awards from Bank Insurance & Securities Association
 
11/06/13

CUSO Financial Launches Adviser Mobile App
CFS and SPF release new mobile scanning application for advisers to use in the field
 
11/02/13

Sorrento Pacific and CUSO Launch Mobile Scanning App for Advisors
Sorrento Pacific Financial and CUSO Financial, sister third-party marketers for the bank channel, launched a new mobile scanning application for advisors to use in the field.
 
10/08/13

Executive Profile: Valorie Seyfert
Our Founder & CEO profiled in the San Diego Business Journal
 
08/28/13

Pursuing the self-directed investor
Financial institution leaders discuss self-directed investors and how they fit within an investment program
 
07/30/13

NE PA Community FCU Hires CUSO Financial To Create Investment Program
CFS to develop a managed program to offer sophisticated investment services
 
06/03/13

Six Key Steps To Investment Program Success
Whether you are starting up or starting over, grow revenue in your investment
 
06/03/13

TPMs See Bright Future, Looking To Hire Financial Advisors
CFS and SPF rank as fifth top TPM, share advice on growing AUM for programs
 
04/30/13

CUSO Financial Services To Offer TRUST Mutual Funds
Funds claim $1.5 billion under management and will be co-distributed by CFS
 
03/04/13

KEMBA Financial CU Signs With CUSO Financial For Investment Services
Top quartile Ohio credit union chooses broker dealer for culture, technology
 
12/02/12

How Sales Assistants Can Help Drive Productivity
Rapport, licensing, and compensation play a role in sales assistant value
 
12/01/12
 
07/01/12

Help Members Navigate Investment Waters
Revenue from member investment programs helps CUs counteract lower interest
 
06/20/12
 
06/14/12
12/9/14

What You Need to Know About Home Banking Integration
Interview with Mitzi McMillin, CFS senior VP of business systems
 
12/1/14
 
11/24/14
 
10/3/14
 
10/1/14

Credit Unions Capture Member Investments
Client-centric approac leads to a successful member investment program
 
09/29/14

Helping Elderly Clients Spot Scams
Interview with Monica Daggs, CFS vice president of trading and operations
 
09/29/14

Ranking the TPMs by Revenue
CFS Ranks Number 4 of Top Third Party Marketers
 
08/28/14

Are Health Care Costs in Retirement Really So High?
Interview with Lorraine Griswold, CFS manager of insurance services
 
08/11/14
 
08/05/14

Million-Dollar Advice From The BIC Top 50
CFS advisor Kevin McDermott of Citadel FCU offers his best advice to other advisors in this BIC feature.
 
07/30/14

CUSO, Sorrento Release New Mobile Imaging App
CFS and SPF release new document imaging app to help advisors and clients
 
07/29/14
CUSO Rolls Out Investment Doc App
CFS and SPF new document imaging app for advisors and clients featured on Credit Union Times
 
07/15/14
Hawaii State Federal Credit Union Switches to Broker Dealer CUSO Financial Services to Grow Investment Program
Hawaii State FCU chooses CFS as new broker dealer to grow investment program
 
07/10/14

Hawaii State FCU taps CUSO Financial Service to expand Investment Program
CFS chosen by Hawaii State FCU as new broker dealer to help grow investment program
 
07/08/14

Six Factors to Look for When Moving your Investment Program
CFS EVP of Program Development Kevin Mummau provides six important factors for moving an investment program
 
07/01/14
 
06/30/14

FP50 2014: Biggest Independent Broker-Dealers

CFS and SPF are #37 on Financial Planning’s Top 50 Independent Broker-Dealers of 2014
 
06/17/14

CFS Named #5 Securites Dealer by SDBJ
CFS and SPF Ranked among the Top 10 Securities Dealers in San Diego by the San Diego Business Journal
 
05/29/14

CFS Offers Advice for Sharpening "Soft Skills" in BIC Article
Rosanne Roberts Discusses Ways Advisors Can Practice Intangible Skills
 
05/29/14

CFS and SPF Recognized for Innovative Technology by BISA OneSource
A BISA OneSource Spotlight on the CFS and SPF Mobile Scanning Application
 
05/28/14

CFS CEO Featured in Bank Investment Consultant Article
CFS CEO Valorie Seyfert Discusses New Business Strategies for Third Party Marketers
 
05/10/14

CFS Ranked in Top 5 Healthiest Companies by SDBJ
CFS has been ranked among the Top 5 Healthiest Hompanies in San Diego by the San Diego Business Journal
 
03/24/14

Retirement Apps Keeping Pace
CFS Mobile Scanning App Makes Life Easier for Financial Advisor
 
03/11/14

CUSO Financial Honored for Mobile App, Service
CFS and SPF receive two awards from Bank Insurance & Securities Association
 
03/10/14
 
11/06/13

CUSO Financial Launches Adviser Mobile App
CFS and SPF release new mobile scanning application for advisers to use in the field
 
11/02/13

Sorrento Pacific and CUSO Launch Mobile Scanning App for Advisors
Sorrento Pacific Financial and CUSO Financial, sister third-party marketers for the bank channel, launched a new mobile scanning application for advisors to use in the field.
 
10/08/13

Executive Profile: Valorie Seyfert
Our Founder & CEO profiled in the San Diego Business Journal
 
08/28/13

Pursuing the self-directed investor
Financial institution leaders discuss self-directed investors and how they fit within an investment program
 
07/30/13

NE PA Community FCU Hires CUSO Financial To Create Investment Program
CFS to develop a managed program to offer sophisticated investment services
 
06/03/13

Six Key Steps To Investment Program Success
Whether you are starting up or starting over, grow revenue in your investment
 
06/03/13

TPMs See Bright Future, Looking To Hire Financial Advisors
CFS and SPF rank as fifth top TPM, share advice on growing AUM for programs
 
04/30/13

CUSO Financial Services To Offer TRUST Mutual Funds
Funds claim $1.5 billion under management and will be co-distributed by CFS
 
03/04/13

KEMBA Financial CU Signs With CUSO Financial For Investment Services
Top quartile Ohio credit union chooses broker dealer for culture, technology
 
12/02/12

How Sales Assistants Can Help Drive Productivity
Rapport, licensing, and compensation play a role in sales assistant value
 
12/01/12
 
07/01/12

Help Members Navigate Investment Waters
Revenue from member investment programs helps CUs counteract lower interest
 
06/20/12
 
06/14/12
 
06/13/12
 
06/01/12
 
05/28/04

Mature TPM Industry Looks For Organic Growth
CFS CEO Valorie Seyfert Talks New Business Strategies for Third Party Marketers
 
 
06/13/12
12/17/14
 
12/12/14

Six Steps to Revenue Growth
Interview with Kevin Mummau, CFS EVP of program development
 
12/9/14

What You Need to Know About Home Banking Integration
Interview with Mitzi McMillin, CFS senior VP of business systems
 
12/1/14
 
11/24/14
 
10/3/14
 
10/1/14

Credit Unions Capture Member Investments
Client-centric approac leads to a successful member investment program
 
09/29/14

Helping Elderly Clients Spot Scams
Interview with Monica Daggs, CFS vice president of trading and operations
 
09/29/14

Ranking the TPMs by Revenue
CFS Ranks Number 4 of Top Third Party Marketers
 
08/28/14

Are Health Care Costs in Retirement Really So High?
Interview with Lorraine Griswold, CFS manager of insurance services
 
08/11/14
 
08/05/14

Million-Dollar Advice From The BIC Top 50
CFS advisor Kevin McDermott of Citadel FCU offers his best advice to other advisors in this BIC feature.
 
07/30/14

CUSO, Sorrento Release New Mobile Imaging App
CFS and SPF release new document imaging app to help advisors and clients
 
07/29/14
CUSO Rolls Out Investment Doc App
CFS and SPF new document imaging app for advisors and clients featured on Credit Union Times
 
07/15/14
Hawaii State Federal Credit Union Switches to Broker Dealer CUSO Financial Services to Grow Investment Program
Hawaii State FCU chooses CFS as new broker dealer to grow investment program
 
07/10/14

Hawaii State FCU taps CUSO Financial Service to expand Investment Program
CFS chosen by Hawaii State FCU as new broker dealer to help grow investment program
 
07/08/14

Six Factors to Look for When Moving your Investment Program
CFS EVP of Program Development Kevin Mummau provides six important factors for moving an investment program
 
07/01/14
 
06/30/14

FP50 2014: Biggest Independent Broker-Dealers

CFS and SPF are #37 on Financial Planning’s Top 50 Independent Broker-Dealers of 2014
 
06/17/14

CFS Named #5 Securites Dealer by SDBJ
CFS and SPF Ranked among the Top 10 Securities Dealers in San Diego by the San Diego Business Journal
 
05/29/14

CFS Offers Advice for Sharpening "Soft Skills" in BIC Article
Rosanne Roberts Discusses Ways Advisors Can Practice Intangible Skills
 
05/29/14

CFS and SPF Recognized for Innovative Technology by BISA OneSource
A BISA OneSource Spotlight on the CFS and SPF Mobile Scanning Application
 
05/28/14

CFS CEO Featured in Bank Investment Consultant Article
CFS CEO Valorie Seyfert Discusses New Business Strategies for Third Party Marketers
 
05/10/14

CFS Ranked in Top 5 Healthiest Companies by SDBJ
CFS has been ranked among the Top 5 Healthiest Hompanies in San Diego by the San Diego Business Journal
 
03/24/14

Retirement Apps Keeping Pace
CFS Mobile Scanning App Makes Life Easier for Financial Advisor
 
03/11/14

CUSO Financial Honored for Mobile App, Service
CFS and SPF receive two awards from Bank Insurance & Securities Association
 
11/06/13

CUSO Financial Launches Adviser Mobile App
CFS and SPF release new mobile scanning application for advisers to use in the field
 
11/02/13

Sorrento Pacific and CUSO Launch Mobile Scanning App for Advisors
Sorrento Pacific Financial and CUSO Financial, sister third-party marketers for the bank channel, launched a new mobile scanning application for advisors to use in the field.
 
10/08/13

Executive Profile: Valorie Seyfert
Our Founder & CEO profiled in the San Diego Business Journal
 
08/28/13

Pursuing the self-directed investor
Financial institution leaders discuss self-directed investors and how they fit within an investment program
 
07/30/13

NE PA Community FCU Hires CUSO Financial To Create Investment Program
CFS to develop a managed program to offer sophisticated investment services
 
06/03/13

Six Key Steps To Investment Program Success
Whether you are starting up or starting over, grow revenue in your investment
 
06/03/13

TPMs See Bright Future, Looking To Hire Financial Advisors
CFS and SPF rank as fifth top TPM, share advice on growing AUM for programs
 
04/30/13

CUSO Financial Services To Offer TRUST Mutual Funds
Funds claim $1.5 billion under management and will be co-distributed by CFS
 
03/04/13

KEMBA Financial CU Signs With CUSO Financial For Investment Services
Top quartile Ohio credit union chooses broker dealer for culture, technology
 
12/02/12

How Sales Assistants Can Help Drive Productivity
Rapport, licensing, and compensation play a role in sales assistant value
 
12/01/12
 
07/01/12

Help Members Navigate Investment Waters
Revenue from member investment programs helps CUs counteract lower interest
 
06/20/12
 
06/14/12
12/9/14

What You Need to Know About Home Banking Integration
Interview with Mitzi McMillin, CFS senior VP of business systems
 
12/1/14
 
11/24/14
 
10/3/14
 
10/1/14

Credit Unions Capture Member Investments
Client-centric approac leads to a successful member investment program
 
09/29/14

Helping Elderly Clients Spot Scams
Interview with Monica Daggs, CFS vice president of trading and operations
 
09/29/14

Ranking the TPMs by Revenue
CFS Ranks Number 4 of Top Third Party Marketers
 
08/28/14

Are Health Care Costs in Retirement Really So High?
Interview with Lorraine Griswold, CFS manager of insurance services
 
08/11/14
 
08/05/14

Million-Dollar Advice From The BIC Top 50
CFS advisor Kevin McDermott of Citadel FCU offers his best advice to other advisors in this BIC feature.
 
07/30/14

CUSO, Sorrento Release New Mobile Imaging App
CFS and SPF release new document imaging app to help advisors and clients
 
07/29/14
CUSO Rolls Out Investment Doc App
CFS and SPF new document imaging app for advisors and clients featured on Credit Union Times
 
07/15/14
Hawaii State Federal Credit Union Switches to Broker Dealer CUSO Financial Services to Grow Investment Program
Hawaii State FCU chooses CFS as new broker dealer to grow investment program
 
07/10/14

Hawaii State FCU taps CUSO Financial Service to expand Investment Program
CFS chosen by Hawaii State FCU as new broker dealer to help grow investment program
 
07/08/14

Six Factors to Look for When Moving your Investment Program
CFS EVP of Program Development Kevin Mummau provides six important factors for moving an investment program
 
07/01/14
 
06/30/14

FP50 2014: Biggest Independent Broker-Dealers

CFS and SPF are #37 on Financial Planning’s Top 50 Independent Broker-Dealers of 2014
 
06/17/14

CFS Named #5 Securites Dealer by SDBJ
CFS and SPF Ranked among the Top 10 Securities Dealers in San Diego by the San Diego Business Journal
 
05/29/14

CFS Offers Advice for Sharpening "Soft Skills" in BIC Article
Rosanne Roberts Discusses Ways Advisors Can Practice Intangible Skills
 
05/29/14

CFS and SPF Recognized for Innovative Technology by BISA OneSource
A BISA OneSource Spotlight on the CFS and SPF Mobile Scanning Application
 
05/28/14

CFS CEO Featured in Bank Investment Consultant Article
CFS CEO Valorie Seyfert Discusses New Business Strategies for Third Party Marketers
 
05/10/14

CFS Ranked in Top 5 Healthiest Companies by SDBJ
CFS has been ranked among the Top 5 Healthiest Hompanies in San Diego by the San Diego Business Journal
 
03/24/14

Retirement Apps Keeping Pace
CFS Mobile Scanning App Makes Life Easier for Financial Advisor
 
03/11/14

CUSO Financial Honored for Mobile App, Service
CFS and SPF receive two awards from Bank Insurance & Securities Association
 
03/10/14
 
11/06/13

CUSO Financial Launches Adviser Mobile App
CFS and SPF release new mobile scanning application for advisers to use in the field
 
11/02/13

Sorrento Pacific and CUSO Launch Mobile Scanning App for Advisors
Sorrento Pacific Financial and CUSO Financial, sister third-party marketers for the bank channel, launched a new mobile scanning application for advisors to use in the field.
 
10/08/13

Executive Profile: Valorie Seyfert
Our Founder & CEO profiled in the San Diego Business Journal
 
08/28/13

Pursuing the self-directed investor
Financial institution leaders discuss self-directed investors and how they fit within an investment program
 
07/30/13

NE PA Community FCU Hires CUSO Financial To Create Investment Program
CFS to develop a managed program to offer sophisticated investment services
 
06/03/13

Six Key Steps To Investment Program Success
Whether you are starting up or starting over, grow revenue in your investment
 
06/03/13

TPMs See Bright Future, Looking To Hire Financial Advisors
CFS and SPF rank as fifth top TPM, share advice on growing AUM for programs
 
04/30/13

CUSO Financial Services To Offer TRUST Mutual Funds
Funds claim $1.5 billion under management and will be co-distributed by CFS
 
03/04/13

KEMBA Financial CU Signs With CUSO Financial For Investment Services
Top quartile Ohio credit union chooses broker dealer for culture, technology
 
12/02/12

How Sales Assistants Can Help Drive Productivity
Rapport, licensing, and compensation play a role in sales assistant value
 
12/01/12
 
07/01/12

Help Members Navigate Investment Waters
Revenue from member investment programs helps CUs counteract lower interest
 
06/20/12
 
06/14/12
 
06/13/12
 
06/01/12
 
05/28/04

Mature TPM Industry Looks For Organic Growth
CFS CEO Valorie Seyfert Talks New Business Strategies for Third Party Marketers
 
 
06/13/12
 
06/01/12
 
05/28/04

Mature TPM Industry Looks For Organic Growth
CFS CEO Valorie Seyfert Talks New Business Strategies for Third Party Marketers
 
 
06/01/12
 
05/28/04

Mature TPM Industry Looks For Organic Growth
CFS CEO Valorie Seyfert Talks New Business Strategies for Third Party Marketers