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Articles tagged "Masada"


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Dan Arnold: We're much better than we were three years ago when we brought our first larger enterprises .

Dan Arnold is using force and finesse to make LPL a deal machine -- giving Atria and its brokers incentives to come aboard and Fidelity and Pershing a reason to play ball

The soon-to-be 24,000-advisor Fort Mill broker-dealer will keep existing custodians (for now), pay big retention bonuses and a generous deal kicker to Atria if it all transfers well

February 24, 2024 at 3:35 AM

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