Deals & People February 13th, 2024 LPL Financial to Add $100B Atria Wealth Solutions LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...
Deals & People December 18th, 2023 Advisory M&A News – 12/18/23 Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.
Deals & People June 5th, 2023 Advisory M&A Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.