Disintermediation. Mark Hoaglin reflects on the first time he heard the word in context with bank and credit union investment programs many years ago. Being the wordsmith that he is, he immediately went to Noah Webster to look up the definition - - the diversion of savings from accounts with low fixed interest rates to direct investment in high-yielding instruments.
To read Mark Hoaglin's full article click the blue button.
Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.
Office
10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions
Call Us: 800.686.4724
Fax: 1.858.530.4444
Email Us: cfsweb@cusonet.com
Sales Information: cfsweb@cusonet.com
Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com
Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com
CUSO Financial Services, LP (Member FINRA / SIPC) © 2022
Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.
Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
