Atria

Atria Wealth Solutions Welcomes $350 Million Team from Osaic

Retrieved on: 
Tuesday, December 12, 2023
Pension, Clark W. May, Partnership, OPOC, Face, Philosophy, Management, Atria, Investment

NEW YORK, Dec. 12, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. ("Atria"), a multi-channel wealth management solutions holding company, today announced the addition of OPOC.US ("OPOC") to Atria subsidiary Cadaret Grant. OPOC, which stands for "One Point of Care," is a firm based in Worthington, Ohio, managing nearly $350 million in client assets. OPOC joins Cadaret Grant and the Atria family from Osaic's Securities America.

Key Points: 
  • NEW YORK, Dec. 12, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. ("Atria"), a multi-channel wealth management solutions holding company, today announced the addition of OPOC.US ("OPOC") to Atria subsidiary Cadaret Grant.
  • OPOC, which stands for "One Point of Care," is a firm based in Worthington, Ohio, managing nearly $350 million in client assets.
  • OPOC joins Cadaret Grant and the Atria family from Osaic's Securities America.
  • They understand each client is different and it is essential to have a robust set of solutions to meet those needs.

Largest Credit Union in Hawaii Renews Partnership with CUSO Financial Services

Retrieved on: 
Tuesday, December 5, 2023
Attention, SAN, Financial institution, Partnership, CFS, Renewable energy, Atria

SAN DIEGO and HONOLULU, Dec. 5, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce the renewal of its partnership with HawaiiUSA Federal Credit Union (HawaiiUSA). Established in 1936, HawaiiUSA serves more than 134,000 members with more than $2.3 billion in assets.

Key Points: 
  • $2.3 Billion credit union cites CFS' investment program experience, technology and service for renewal
    SAN DIEGO and HONOLULU, Dec. 5, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce the renewal of its partnership with HawaiiUSA Federal Credit Union (HawaiiUSA).
  • A partner with CFS for 20 years, HawaiiUSA is the largest credit union in Hawaii.
  • Greg Young, President and CEO at HawaiiUSA, said "We are grateful for the relationship we have with CFS.
  • "We're proud of our partnership with HawaiiUSA and look forward to contributing to their success for many years to come.

Navy Federal Credit Union Renews Partnership with CUSO Financial Services

Retrieved on: 
Thursday, November 30, 2023
Navy Federal Credit Union, SAN, Navy, Financial institution, Culture, Credit union, Great Depression, Partnership, CFS, Depression, Bank, Atria, Unio

SAN DIEGO and VIENNA, Va., Nov. 30, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), proudly announces the renewal of its multi-year agreement with Navy Federal Investment Services (NFIS) a subsidiary of Navy Federal Credit Union (Navy Federal). Established during the Great Depression, Navy Federal is the largest credit union in the United States, serving 12.5 million members from all military branches, the Department of Defense, and their families (current and retired.) Operating 355 branches worldwide, Navy Federal has $157 billion in assets and remains focused on being the most preferred and trusted financial institution serving the military and their families.

Key Points: 
  • SAN DIEGO and VIENNA, Va., Nov. 30, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), proudly announces the renewal of its multi-year agreement with Navy Federal Investment Services (NFIS) a subsidiary of Navy Federal Credit Union (Navy Federal).
  • "The strategic partnership we have formed with CFS over the past 15 years has helped us build our investment services division, and deliver a superior experience for our members," said Diane Young, Chief Operating Officer of Navy Federal Financial Group.
  • Kevin Mummau, Co-Head of Atria's Financial Institution channel, added "We are thrilled to extend our partnership with Navy Federal.
  • The goals and aspirations of CFS and Navy Federal are in alignment, creating an unparalleled experience to best serve and support the members of Navy Federal."

Atria's Sorrento Pacific Financial Announces Strategic Alliance with Bank of Hawai'i's Bankoh Investment Services, Inc.

Retrieved on: 
Thursday, November 9, 2023
BISI, Bank, SPF, Contour, Environment, Ecosystem, Partnership, Financial institution, SAN, Investment, Financial services, Atria

SAN DIEGO and HONOLULU, Nov. 9, 2023 /PRNewswire/ -- Sorrento Pacific Financial, LLC (SPF), a subsidiary of Atria Wealth Solutions, Inc. (Atria), and Bankoh Investment Services, Inc. (BISI), the broker-dealer subsidiary of Bank of Hawai'i, announced today that they have entered into a multi-year secondary clearing arrangement.

Key Points: 
  • Through this strategic partnership, BISI will maintain control of their broker-dealer and brand while gaining access to an enhanced operating platform.
  • BISI financial professionals will also be equipped with Unio™, a proprietary platform that seamlessly integrates the entire wealth management ecosystem.
  • Unio™ streamlines various processes and tasks from account opening to financial planning into one unified user experience, minimizing administrative functions and maximizing the time financial professionals can spend on their client relationships.
  • Eugene Elias, Jr., Atria's COO and a Founding Partner, added, "The environment we work in is only becoming more complex.

Kojo Adds Power Design, Inc. As Key New Enterprise Partner

Retrieved on: 
Wednesday, November 1, 2023
Business development, Construction, Running, SAN, Airline, Management, Atria

SAN FRANCISCO, Nov. 1, 2023 /PRNewswire/ -- Kojo, the construction industry's leading materials and inventory management platform, today announced that design build multi-trade contractor  Power Design, Inc. has selected Kojo as its procure-to-pay platform. Active across 23 states, Power Design is one of the nation's largest design build multi-trade contractors and has completed more than 1,700 projects.

Key Points: 
  • Active across 23 states, Power Design is one of the nation's largest design build multi-trade contractors and has completed more than 1,700 projects.
  • Kojo is purpose built to streamline all stages of the procurement process for both field and office teams.
  • The Kojo platform is trusted by more than 15,000 construction professionals to help them manage projects across 47 states.
  • "We love how forward thinking Power Design is," said Maria Davidson, founder and CEO of Kojo.

Ventas Announces Three Proven High Performing Operators to Manage 26 Independent Living Communities in Attractive Markets to Drive Occupancy and Performance

Retrieved on: 
Tuesday, August 22, 2023
Health, Consumer, Seniors, Commercial Building & Real Estate, Managed Care, Construction & Property, REIT, Documentation, Management, Community, Ventas, Atria

The Communities will be operated by the Managers under aligned management contracts.

Key Points: 
  • The Communities will be operated by the Managers under aligned management contracts.
  • The transition of these communities, which currently operate under management agreements with Holiday by Atria, was previously announced by Ventas.
  • These actions are consistent with the Company’s successful Ventas OITM active asset management strategy, focused on the Right Market, Right Asset, Right OperatorTM.
  • Since 2020, Ventas has leveraged its Ventas OITM playbook to successfully transition more than 150 communities to new managers, driving outsized financial results.

CUSO Financial Services Continues Growth Momentum in New Partnership with $2.3 Billion Capital Credit Union

Retrieved on: 
Thursday, July 6, 2023
London Capital Credit Union, Financial institution, Growth, Partnership, CFS, History, SAN, Marketing, LPL Financial, Capital, Atria

SAN DIEGO, July 6, 2023 /PRNewswire/ -- CUSO Financial Services (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is thrilled to announce a multi-year partnership with Capital Credit Union (Capital), marking another significant step in CFS's ongoing growth. Capital Credit Union, established in 1927 and serving over 120,000 members with $2.3 billion in total credit union deposits across Wisconsin through its 24 branches, has decided to join CFS, transitioning from its previous affiliation with LPL Financial.

Key Points: 
  • SAN DIEGO, July 6, 2023 /PRNewswire/ -- CUSO Financial Services (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is thrilled to announce a multi-year partnership with Capital Credit Union (Capital), marking another significant step in CFS's ongoing growth.
  • Capital Credit Union, established in 1927 and serving over 120,000 members with $2.3 billion in total credit union deposits across Wisconsin through its 24 branches, has decided to join CFS, transitioning from its previous affiliation with LPL Financial.
  • Capital Credit Union's President and CEO, Laurie Butz, was clear in her rationale behind selecting CFS as the partner to grow Capital's investment services program.
  • Together, our ultimate goal is to deliver a truly distinctive member experience that lives up to the exceptional reputation of Capital Credit Union."

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

Retrieved on: 
Thursday, June 8, 2023
Marketing, LPL Financial, SAN, Growth, Financial institution, Credit union, CFS, Management, Atria

SAN DIEGO and PITTSBURGH, June 8, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in assets. West-Aircomm joins CFS from LPL Financial.

Key Points: 
  • SAN DIEGO and PITTSBURGH, June 8, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm).
  • The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in assets.
  • "We chose to join CFS because of its nearly 30 years of experience helping credit unions like ours build wealth management programs.
  • We are confident we can accomplish this together," said Brian Bichler, Co-Head, of Atria's Financial Institution channel.

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

Retrieved on: 
Tuesday, June 6, 2023
Life, LPL Financial, Broker-dealer, Clearview Federal Credit Union, Wealth management, SAN, Financial institution, Ecosystem, CFS, Management, Atria

SAN DIEGO and PITTSBURGH, June 6, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview joins CFS from LPL Financial.

Key Points: 
  • SAN DIEGO and PITTSBURGH, June 6, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union.
  • Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania.
  • Clearview joins CFS from LPL Financial.
  • We work diligently to create unique experiences for each of our financial institutions and Clearview is no exception.

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

Retrieved on: 
Wednesday, May 31, 2023
Milner, Partnership, AIP, Senior, Greg Cadaret, Retirement, Signature Bank, Flagstar Bank, Management, Atria

NEW YORK, May 31, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in total client assets, they will be an independent wealth management team associated with Cadaret Grant's largest branch – American Investment Planners (AIP), based in Jericho, New York. Milner, Palacios and Kurz provide comprehensive financial planning, retirement and private wealth management services to high-net-worth individuals, businesses and foundations.

Key Points: 
  • Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
    NEW YORK, May 31, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant.
  • Managing nearly $1.1 billion in total client assets, they will be an independent wealth management team associated with Cadaret Grant's largest branch – American Investment Planners (AIP), based in Jericho, New York.
  • Milner, Palacios and Kurz provide comprehensive financial planning, retirement and private wealth management services to high-net-worth individuals, businesses and foundations.
  • This is about creating a long-term relationship that empowers them to be their best and deliver an elite wealth management experience for their clients.