Atria Investments Inc Sells 517 Shares of Lakeland Financial Co. (NASDAQ:LKFN)
Atria Investments Inc cut its holdings in Lakeland Financial Co. (NASDAQ:LKFN – Free Report) by 14.9% during the fourth ...
ETF Daily News4d
Atria Investments Inc Raises Stock Holdings in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)
Atria Wealth Solutions Inc. increased its holdings in shares of Schwab Fundamental International Large Company Index ETF by 3.4% in the fourth quarter. Atria Wealth Solutions Inc. now owns 22,596 ...
NBC News6d
Women will get most of the $124 trillion 'great wealth transfer.' Here's why.
As part of the “great wealth transfer,” more than $100 trillion is projected to change hands in the coming decades. A recent report from Cerulli Associates puts the total tally being ...
Financial Planning6d
With Dynasty backing, new RIA pitches M&A deals with 'true ownership'
With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on ...