Tag: Atria Wealth Solutions

LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...

Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.

Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.