One analyst recently noted that LPL Financial's acquisition of Atria Wealth Solutions could prove complex given its many moving parts, with Atria's seven broker-dealers shifting the client assets of 2 ...

Atria Wealth Solutions, a Lee Equity Partners–backed wealth management holding company launched in 2017 by former Morgan Stanley executive Doug Ketterer, has had some turnover of its internal advisor ...

Shares of LPL Financial Holdings LPLA gained 2.5% on the announcement of its planned acquisition of Atria Wealth Solutions, Inc. This move underscores the company’s commitment to expanding its reach ...

At the same time, LPL is in the middle of a charm offensive designed to calm advisors within the near-3,000 financial advisors registered with Commonwealth Financial Network, which LPL announced it ...