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LPL’s Atria deal poses complexities: Report
Atria's financial advisors might be getting M&A 'whiplash,' one recruiter notes.
LPL snaps up 2,400 advisors, $100B in assets with Atria acquisition
LPL's equity purchase of Atria will cost the firm at least $805 million.
Atria Wealth attracts $350M firm from Osaic’s Securities America
New affiliate offers employers retirement plans and investments in multiple states.
CUSO Financial Services tempts another credit union to switch from LPL
Capital Credit Union is the fifth credit union in recent months to transition between the two wealth management networks.
Southwestern Pennsylvania credit union moves to CUSO Financial Services from LPL
Pittsburgh-based Clearview Federal Credit Unit has 117,000 members with more than $1.8 billion in assets.
Atria says $1.1 billion team from Signature Bank joins Cadaret Grant
The trio will affiliate with Jericho, New York-based American Investment Planners, Cadaret Grant's largest branch.
Atria buys Grove Point Financial from Kestra
Rockville, Maryland-based Grove Point has $15 billion in assets and roughly 400 advisors; it was known as H. Beck before Kestra acquired it in 2017.
LPL adds $220 million team from Cadaret Grant
Bellevue, Washington-based SC Financial Group was founded in 2008 and has four advisors.
Former LPL exec Bill Morrissey to head Atria’s independent channel
The private equity-backed firm operates six broker-dealers, including Cadaret Grant, NEXT Financial and Western International Securities.
UBS duo managing $600 million bolts for Cadaret Grant
Anthony Mona and Joseph Mansoor make the switch in Birmingham, Michigan, through OSJ Spartan Wealth Management.
Cadaret Grant acquired by private-equity-backed Atria
75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'
