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The private equity-backed parent now spans four independent broker-dealers with nearly 2,000 advisors and $65 billion in client assets.
June 11 -
In the first full year under Atria Wealth, the firm added programs from banks and credit unions with $7 billion in assets.
April 26 -
Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.
April 24 -
California Credit Union and North Island Federal Credit Union consolidated their investment programs in anticipation of their merger in March.
November 6