Atria Wealth News Today

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through iCapital partnership.

Will Gungoll left Edward Jones to found Buffalo Capital, named to honor his Native American heritage and community.

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.

/PRNewswire/ -- Sorrento Pacific Financial, LLC (SPF), a subsidiary of Atria Wealth Solutions, Inc. (Atria), and Bankoh Investment Services, Inc. (BISI), the...

/PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a leading multi-channel wealth management holding company, announces the successful completion of its...

/PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview...

The team of Edwin Milner, Laura Palacios and Jason Kurz joins American Investment Planners.

/PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) today announced a multi-year agreement with Kemba...

Elevations Credit Union is pleased to announce that Patrick Seal, a CFS* Wealth Management Financial Advisor at Elevations Credit Union, earned a Gold

/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces a special series of...