Finance News
Gift and Estate Exemption Clock Ticking for 2 Million Families
HNW clients need to start thinking about moving their assets.
By NB
Feb 14, 2024
LPL to Acquire $100B Atria Wealth Solutions
The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.
By NB
Feb 14, 2024
A More Focused Idea of ‘Convergence’
“Life moves pretty fast. If you don’t stop and look around every once in a while, you could miss it.”
By NB
Feb 14, 2024