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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.
An early architect of the wealth management platform at Smith Barney, Christopher Poch has created Promethium Advisors on the tru Independence platform.
Expect to see more deals, Goss said, now that the ‘elite’ advisory network has an integration process to accommodate the volume of interest it is receiving.
John J. Woods pleaded guilty last year to a scheme that spanned more than a decade and harmed hundreds of investors throughout the country, according to the Justice Department.
