CUSO Financial Services and its sister company Sorrento Pacific Financial have agreed to be bought by Atria Wealth Solutions, a newly formed wealth management services holding company backed by a private equity firm.
Atria will buy out the limited partners of the two third-party broker-dealers, changing them from partnerships to subsidiaries of a holding company, according to CUSO's announcement.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access