Archives

29

Jul 21

Atria’s WIS Opens Downtown San Jose Office

Firm expands turnkey wealth management program with Silicon Valley location Pasadena, CA — July 29, 2021 — Western International Securities, Inc. (WIS),...

8

Apr 21

Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

Atria broker-dealer assets increase to over $95 billion of AUA New York, NY and Fresno, CA – April 8, 2021...

27

Jan 21

Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

Atria subsidiaries continue to expand financial professional footprint and increase assets New York, NY and Fresno, CA – January 27,...

21

Dec 20

Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Companies

#1 based on headcount growth and #2 based on asset growth NEW YORK, NY – December 18, 2020 – Atria...

28

Oct 20

Atria’s WIS Opens Newport Beach Office & Welcomes the Johnson Wealth Group

The Johnson Wealth Group brings $385m of client assets to WIS Pasadena, CA – October 28, 2020 – Western International...

20

May 20

Atria Wealth Solutions Completes Acquisition of Western International Securities

Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA (more…)

9

Apr 20

WIS Offers Texting App MyRepChat (At No Cost!)

We are excited to announce that WIS is working together with MyRepChat to provide an SEC and FINRA compliant text messaging system at...

9

Apr 20

WIS and CallTower Now Offering Free Zoom Accounts

WIS and CallTower, a global leader in delivering cloud-based enterprise-class unified communications and collaboration solutions, announced today that they will be offering...

8

Apr 20

WIS Is Open For Business

We're open for business and here for you. WIS has a cloud-based technology infrastructure that enables team members to work...

21

Nov 19

Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.

Atria adds new affiliation option; approaches 2,500 advisors. New York, NY and Pasadena, CA – November 21, 2019 – Atria...

Atria’s WIS Opens Downtown San Jose Office

FeatureD WIS and CallTower Now Offering Free Zoom Accounts

FeatureD WIS Offers Texting App MyRepChat (At No Cost!)

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RECENT POSTS

29

Atria’s WIS Opens Downtown San Jose Office

8

Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

27

Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

21

Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Companies

28

Atria’s WIS Opens Newport Beach Office & Welcomes the Johnson Wealth Group

20

Atria Wealth Solutions Completes Acquisition of Western International Securities

9

WIS Offers Texting App MyRepChat (At No Cost!)

9

WIS and CallTower Now Offering Free Zoom Accounts

8

WIS Is Open For Business

21

Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.