Kestra Scores $600M NYC Firm
Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives through iCapital partnership.
Source: wealthmanagement.com
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Kestra Private Wealth Services Snags Edward Jones Advisor
Will Gungoll left Edward Jones to found Buffalo Capital, named to honor his Native American heritage and community.
Source: wealthmanagement.com
Atria Adds $175M Texas Team; Cetera Recruits $112M California Advisor
Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.
Source: wealthmanagement.com
Atria's Sorrento Pacific Financial Announces Strategic Alliance with Bank of Hawai'i's Bankoh Investment Services, Inc.
/PRNewswire/ -- Sorrento Pacific Financial, LLC (SPF), a subsidiary of Atria Wealth Solutions, Inc. (Atria), and Bankoh Investment Services, Inc. (BISI), the...
Source: prnewswire.com
Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial
/PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a leading multi-channel wealth management holding company, announces the successful completion of its...
Source: prnewswire.com