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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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Doug Ketterer Elected to FSI Board of Directors
- January 23, 2020
- Posted by: Grant Cox
- Category: NEXT in the News
The Financial Services Institute (FSI) announced the election of five new directors to the 2020 board on Wednesday, one of which was Doug Ketterer, CEO and Founding Partner of Atria Wealth Solutions.
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The SECURE Act Explained
- January 3, 2020
- Posted by: Grant Cox
- Category: Blog, Regulation, Retirement
On December 20, 2019, President Trump signed the “Setting Every Community Up for Retirement Enhancement Act” into law. Better known as the SECURE Act, the law makes several changes to rules governing workplace retirement plans …
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Independent Financial Advisors in the 2020s: What to Expect
- December 12, 2019
- Posted by: Grant Cox
- Category: Blog
With the end of 2019 at hand, it’s also the end of a decade of technological progress, industry development, and regulatory change for independent financial advisors. Of course, the end of one decade means the beginning of another …
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Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.
- November 21, 2019
- Posted by: Tavares Davis
- Category: NEXT in the News
New York, NY and Pasadena, CA – November 21, 2019 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced an agreement to acquire Pasadena, CA-based independent broker-dealer Western International Securities, Inc. (WIS). WIS was founded in 1995 and serves over 400 independent financial advisors with $13 billion in assets under administration.
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NEXT Advisor James Slaughter to be Awarded for Professional Achievement, Community Contributions
- November 19, 2019
- Posted by: Grant Cox
- Category: NEXT in the News
James Slaughter, co-founder and president of rapidly growing Sierra Ridge Wealth Management, will be honored tonight as one of Sacramento’s 40 Under 40 award winners.