Atria Wealth Solution News Today

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

Hyper-personalization emerges as a pivotal strategy for financial advisors

The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.

Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes. Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle mana...

The troubled alts manager’s charges will trigger many more arbitration proceedings and potential regulatory cases, plaintiff attorneys say.