LPL Financial announced plans Tuesday to acquire Atria Wealth Solutions, an independent broker/dealer network with about $100 billion, roughly 2,400 advisors and 150 banks and credit unions. Industry ...
Shares of LPL Financial Holdings LPLA gained 2.5% on the announcement of its planned acquisition of Atria Wealth Solutions, Inc. This move underscores the company’s commitment to expanding its reach ...
Atria Wealth Solutions, a Lee Equity Partners–backed wealth management holding company launched in 2017 by former Morgan Stanley executive Doug Ketterer, has had some turnover of its internal advisor ...
One analyst recently noted that LPL Financial's acquisition of Atria Wealth Solutions could prove complex given its many moving parts, with Atria's seven broker-dealers shifting the client assets of 2 ...
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