LPL Financial is testing how big an independent wealth management company can grow with a billion-dollar deal that's likely to push its headcount of financial advisors above 25,000 next year. "There ...

Atria’s recognizable building on Beverly Road, which originally housed a neighborhood grocery store, then bar and restaurant, is being rebranded. Atria’s in Mt. Lebanon will become 1930 by Atria’s, a ...

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This team has paid to receive expanded profile features. About The Atrium ...

After several months, LPL Financial has officially closed its milestone acquisition of New York-based Atria Wealth Solutions. The landmark deal for the broker-dealer aggregator, which was first ...

Atria on Roslyn Harbor capped off a six-month renovation project on the 158-unit Roslyn senior living facility’s common areas with a ribbon-cutting ceremony and reception on Thursday, Feb. 20.

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 ...

Matt Eakins, MD, CEO of Atria, said that the idea for this model was developed about four years ago when he was working with Cypress Ridge Capital, Atria’s private equity-backer. He and his team began ...

Even as LPL commits to keeping Commonwealth Financial Network mostly intact after buying it later this year, it is pruning its executive and back-office ranks in its home office and its Atria ...

Bill Morrissey, the head of the independent channel at Atria Wealth Solutions, has exited the firm, as LPL Financial continues to integrate the business in the wake of its acquisition, according to ...