A banking veteran wants to change the way third-party marketing firms help banks sell investment products.

Joseph S. Dolock, who until three months ago headed Crossland Federal Saving Bank's in-house brokerage program, joined CPI Financial Services last month. As senior vice president, he will spearhead the firm's plans to market products through banks.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.