There is exciting news out today from our parent company Atria Wealth Solutions: they will acquire Cadaret, Grant & Co. Inc. Atria is adding a second channel to serve independent advisors. This move gives us greater scale and new opportunities for leveraging efficiencies, capabilities, technology and more to better serve our investment programs. Rest assured CFS/SPF operations, services, and support will remain unchanged and we will continue our longstanding tradition of growing investment programs within credit unions and banks.
Together with Atria and Cadaret, Grant we are fulfilling our vision of creating the best wealth management firm in the market. We are excited to see Atria grow and we welcome Cadaret, Grant to the Atria family!
For more information visit: www.atriawealth.com or talk to a CFS/SPF senior manager.