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Atria

Displaying 4 results

Topic
  • News
  • April 19, 2024

LPL’s Chris Cassidy talks Atria deal, credit unions

'Credit unions are nonprofit institutions, so that creates a collaborative approach,' Cassidy says.

Topic
  • News
  • March 14, 2024

New Hampshire bars former Next Financial broker

The broker and Next Financial Group Inc. are on the hook for more than $1 million in penalties.

Topic
  • News
  • February 14, 2024

Are LPL shares heading to $300?

The acquisition of Atria will transform LPL 'from a leading player in the space into a category killer,' analyst says.

Topic
  • News
  • September 6, 2023

Three wealth firms complete M&A to boost assets by more than $16B

Hundreds of advisors are now with new firms following the transactions.