Pair of Credit Union Wealth Management Programs Ditch LPL for Atria’s CUSO Financial Services

Financial Advisor IQ | Alex Padalka

June 9, 2023

Atria Wealth Solutions subsidiary CUSO Financial Services this week lured the wealth management programs of two Pennsylvania credit unions previously affiliated with LPL Financial, according to announcements.

The larger of the additions is Clearview Federal Credit Union, which was set up in 1953 and serves more than 117,000 members from 18 financial centers across southwestern Pennsylvania, managing more than $1.8 billion in assets as of last month, according to Atria’s CFS.

“As members’ expectations evolve, we knew we needed the support of a wealth management firm with the industry experience and agility to adapt,” Costas Grekis, Clearview vice president of wealth management, said in the Tuesday announcement. “CFS is an innovative, responsive, and accountable firm delivering all that and more to our team and members.”

Continue reading at Financial Advisor IQ