LPL's Deal With Atria Reinforces the Power of Scale
One equity analyst said the acquisition of Atria transforms LPL into a “category killer” in the enterprise space.
Source: wealthmanagement.com
Doug Ketterer News Today : Breaking News, Live Updates & Top Stories | Vimarsana
Stay updated with breaking news from Doug Ketterer. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Top News In Doug Ketterer Today - Breaking & Trending Today
LPL Financial to Acquire Atria Wealth Solutions
Atria Wealth Solutions supports approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of brokerage and advisory assetsSAN DIEGO, Feb. 13, 2024 -- LPL...
Source: marketscreener.com
LPL Acquires $100B Atria Wealth Solutions | Wealth Management
LPL Financial is acquiring Atria Wealth Solutions, a New York-based firm with $100 billion in assets serving thousands of advisors.
Source: wealthmanagement.com
RIA Roundup: Aptus Capital Advisors Buys LibertyFi
A new outsourced offering, a new RIA and a trio of deals round out Pt. 2 of this week’s roundup, featuring Aptus, DSJ, Buckingham, Atria and Krilogy.
Source: wealthmanagement.com
Bank of Hawai'i Outsources Its B/D Operating Platform to Atria
Via a “pass through” arrangement, Bank of Hawai‘i’s b/d subsidiary will gain access to Atria’s proprietary technology and home office support.
Source: wealthmanagement.com