Long-time LPL executive Bill Morrissey has joined New York-based Atria Wealth Solutions as head of its independent channel, a new position.
Morrissey had served as head of business development for LPL Financial. More recently, he was head of wealth management at Guardian Life Insurance.
Morrissey will be responsible for attracting advisers to the independent operations of Atria’s broker-dealers.
“The addition of Bill better positions us and our independent financial professional clients to realize the abundant growth opportunities that exist today while maintaining and furthering our commitment to the culture and quality of our financial professional community,” Doug Ketterer, Atria's CEO and founding partner, said in a statement.
The private-equity backed firm is the parent of Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities, CUSO Financial Services and Sorrento Pacific Financial.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave