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Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.
- April 8, 2021
- Posted by: nextMarketing
- Category: Blog, News, NEXT in the News
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Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.
- January 27, 2021
- Posted by: Tavares Davis
- Category: News, NEXT in the News
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Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Organizations
- December 21, 2020
- Posted by: nextMarketing
- Category: News, NEXT in the News
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
- May 20, 2020
- Posted by: nextMarketing
- Category: News, NEXT in the News
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Atria Launches Unio™ Featuring Business Texting
- February 6, 2020
- Posted by: nextMarketing
- Category: News, NEXT in the News
New advisor platform built to deepen the advisor-client connection
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Why the SEC is being sued over Reg BI
- September 13, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
A coalition of state attorneys general filed a federal lawsuit against the Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rules on Monday…
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Regulation Best Interest passes SEC
- June 5, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
The Securities and Exchange Commission (SEC) voted 3-1 to pass the Regulation Best Interest rules this morning, along with a few other proposals making up its “advice-standards package.” …
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IRS to raise contribution limits in 2019
- December 19, 2018
- Posted by: Grant Cox
- Category: Blog, News
In November, the IRS announced new contribution limits for individuals with 401(k), 403(b ), and IRA accounts …