CUSO Financial Services reposted this
"Believe you can and you're halfway there." Theodore Roosevelt. Join us in honoring the leaders who have shaped our nation. #presidentsday #atriawealth
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Special thanks to this talented team whose efforts made the Gold Pacesetters Conference possible! Their contributions behind the scenes were invaluable, and we couldn't have pulled it off without them. Brandon Pane, Clara Peterson, Brian Boring, "Crash" Gordon P., Shawn Brown, Sherwin Williams, CJ Bones and our photographer, Chris Banks. #teamwork
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This morning, the 2024 Gold Pacesetters Conference was packed with engaging panels, and a glimpse into our future with LPL Financial. Attendees had an afternoon of relaxation and fun with beachside games, music and a classic BBQ cookout. Thanks to all of today's panelists and presenters: Christopher Cassidy, Andrew Cadruvi, Travis Grimm, Kirby Horan-Adams, CFA, Marc Zabicki, CFA, Dr. Naomi W., Jeng Chiu, JD, CFP®, John Harris, Len Ludovico, John Picone, Kathy Bostjancic, Stephen Dover, Marta Norton, CFA , Stephania Vielma, Brian Bichler and Kevin Mummau Allianz, AssetMark, First Trust, Brighthouse Financial, Franklin Templeton, Jackson,Lincoln Financial Group, Lord, Abbett & Co. LLC, Morningstar, Nationwide, Orion, PIMCO, Sammons Retirement Solutions, Security Benefit, SEI, Simplicity Group, Delaware Life Insurance Company, A Group 1001 Company and United Life Insurance Company #Recognition #wealthmanagement #Networking #Collaboration
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A great welcome celebration with our Gold Pacesetters in St. Thomas. Friends, fun and festivities! #bestofthebest #creditunions
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Celebrating Our Hall of Fame. The best of the best in the financial institutions channel together for the Gold Pacesetters Conference. Congratulations on your success! #wealthmanagement #financialadvice
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Exciting news for our Financial Institutions Channel at Atria Wealth Solutions: We are joining forces with LPL Financial! This strategic move enhances our commitment to providing the financial institutions who are our clients — #creditunions and community #banks alike — an unparalleled platform for growth and service excellence for financial institution wealth management programs.
We are thrilled to announce a landmark moment for our firm: Atria has reached a definitive agreement to be acquired by LPL Financial. This partnership marks another significant milestone for us, bringing together two firms with aligned cultures, a shared passion for empowering financial advisors and a commitment to deepening and enriching advisor-client relationships. As we begin this exciting new chapter, we look forward to the opportunities and growth that lie ahead for the financial advisors and financial institutions who are our clients.
