LPL Financial is testing how big an independent wealth management company can grow with a billion-dollar deal that's likely to push its headcount of financial advisors above 25,000 next year. "There ...

Atria Wealth Solutions, a Lee Equity Partners–backed wealth management holding company launched in 2017 by former Morgan Stanley executive Doug Ketterer, has had some turnover of its internal advisor ...

One analyst recently noted that LPL Financial's acquisition of Atria Wealth Solutions could prove complex given its many moving parts, with Atria's seven broker-dealers shifting the client assets of 2 ...

Shares of LPL Financial Holdings LPLA gained 2.5% on the announcement of its planned acquisition of Atria Wealth Solutions, Inc. This move underscores the company’s commitment to expanding its reach ...

Bringing aboard 2,400 financial advisors from seven separate broker-dealers, as LPL Financial is doing with its acquisition of Atria Wealth Solutions Inc.'s network of firms, will be "complex," even ...

Atria Health partners with cardiologists to build independent practices, providing the capital, expertise and innovation to scale and help them thrive in the value-based care era. Company collaborates ...