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The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19 -
The private equity-backed parent now spans four independent broker-dealers with nearly 2,000 advisors and $65 billion in client assets.
June 11 -
Eighty percent of advisors use portals. Many clients say they're not happy.
May 17 -
In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.
April 26 -
Clients have received a combined $3.7 million in settlements involving two barred former reps of the IBD set to be acquired by Atria Wealth Solutions.
February 12 -
Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.
January 14 -
The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.
January 8 -
Securities America and Atria Wealth Solutions hired recruiting and operational heads from Ameriprise and Cetera.
June 20 -
Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.
April 24 -
The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.
March 9