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ADVISORY SERVICES PAYMENT PORTAL
The NEXT Advisory Services Payment Portal allows an IAR to offer clients financial planning and/or consulting services. The nature of these services varies based upon an analysis of individual client needs. Areas addressed can include but are not limited to: investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services.
NEXT BLOG
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Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.
Atria broker-dealer assets increase to over $95 billion of AUA New York, NY and Fresno, CA – April 8, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced today it has successfully closed the acquisition of SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA.
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Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.
Atria subsidiaries continue to expand financial professional footprint and increase assets New York, NY and Fresno, CA – January 27, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it entered into a definitive agreement to acquire SCF Securities, Inc. (SCF), an independent wealth management firm based
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Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Organizations
The Atria organization was named the fastest-growing broker-dealer network by number of financial professionals and second-fastest-growing by assets in Cerulli Associates’ recently released U.S. Broker/Dealer Marketplace report.
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Atria Wealth Solutions Completes Acquisition of Western International Securities
Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA New York, NY and Pasadena, CA – May 20, 2020 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it successfully closed the acquisition of Western International Securities, Inc. (WIS). With the