Tag: CUSO
Atria Wealth Solutions Adds General Counsel to Executive Team
Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel.
In this executive management role, Solfaro will focus...
Atria Wealth Solutions to Acquire NEXT Financial
Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...
LPL Financial Adds $130 Million Credit Union Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Power Investment Services at Power Financial Credit Union to its broker-dealer and corporate registered...
Atria Wealth Solutions Acquires Cadaret Grant
Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed.
Founded in...
