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November 30, 2023
/PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), proudly announces the renewal of its multi-year...
November 9, 2023
/PRNewswire/ -- Sorrento Pacific Financial, LLC (SPF), a subsidiary of Atria Wealth Solutions, Inc. (Atria), and Bankoh Investment Services, Inc. (BISI), the...
August 17, 2023
Hyper-personalization emerges as a pivotal strategy for financial advisors
June 13, 2023
/PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Allegent...
June 8, 2023
/PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm...
June 8, 2023
Since January, Atria has lost five recruiters, including Gary Bender, who was brought on in April 2022 as head of recruiting.
June 6, 2023
/PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview...
January 26, 2023
/PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a wealth management solutions holding company, today announced that Kevin Mummau and Brian Bichler have...