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.
Trevor Uhls was charged with wire fraud and money laundering in a criminal complaint filed in U.S. District Court for the Western District of Missouri.
The multigenerational Cedar Rapids firm is joining through a key OSJ as recruiting competition heats up across the wealth space.
New Treasury guidance sets fee caps, defines index-tracking rules, and bars ESG-linked funds from the tax-deferred accounts for minors
Yari Capital's move to Carson continues a run of additions for the $62 billion firm, days after it hired a veteran recruiter from Osaic.
Servo Wealth Management's $210 million book brings the Minneapolis consolidator's total client assets further past $160 billion.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
