Press Releases
February 13, 2024
Atria Wealth Solutions Welcomes $420 Million Paragon Financial Group from Osaic
January 16, 2024
CUSO Financial Services and Sorrento Pacific Financial Celebrate 32 Financial Institution Partnerships in 2023, Representing $240 Billion in Total Assets
January 9, 2024
Atria Wealth Solutions Adds $175 Million Team from Cetera and Edward Jones
December 21, 2023
InvestmentNews Announces 2023 Hot List
December 13, 2023
Atria Wealth Solutions Welcomes $350 Million Team from Osaic
December 12, 2023
Largest Credit Union in Hawaii Renews Partnership with CUSO Financial Services
December 5, 2023
Navy Federal Credit Union Renews Partnership with CUSO Financial Services
November 30, 2023
Atria’s Sorrento Pacific Financial Announces Strategic Alliance with Bank of Hawai‘i’s Bankoh Investment Services, Inc.
November 9, 2023
Coastal Credit Union Renews Partnership with CUSO Financial Services
October 3, 2023
Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial
September 5, 2023
Atria Wealth Solutions Adds Two Practices with $110 Million in Client Assets from Osaic
August 17, 2023