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Atria Acquires SCF Securities

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

New York, NY and Fresno, CA – January 27, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it entered into a definitive agreement to acquire SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA. SCF was founded in 1992 and serves approximately 150 independent financial professionals. Upon closing, Atria’s subsidiaries in total will represent over 2,500 financial professionals with nearly $95 billion in assets under administration.

Read the full press release at www.atria.com.


Advisors: Before You Renew Your Broker-Dealer Registration

5 Questions to Ask Before You Renew Your Broker-Dealer Registration

Before you renew your registration with your current broker-dealer and begin paying all the fees associated with it — registration fees, regulatory assessments, platform fees, E&O premiums, etc., take a moment to consider your situation.


COVID Impact on Broker-Dealer Service

Has COVID Infected Your Broker-Dealer’s Service Experience?

Has the pandemic pushed your broker-dealer to poor service levels by sending their home office staff to work from home? Longer hold times when you call? Delayed approvals


Keynote Speakers for 2020 SCF Conference

We are excited to introduce these two exceptional speakers who will deliver keynote presentations at the 2020 SCF Conference in Santa Barbara next month.


Ash Creek Financial Advisors Hat

SCF Welcomes Ash Creek Financial Advisors

SCF announced today the addition of Ash Creek Financial Advisors to its Registered Investment Advisor, SCF Investment Advisors, Inc.

The five-advisor team is based in Arizona and New Mexico and has more than 62 years of combined experience working in the financial services industry.


Actionable Ideas for Combining Active & Passive Management

We’re pleased to announce a live video session for SCF advisors, presented by Daniel J. Braz, CFA, and Chris Murphy, CIMA®, from State Street Global Advisors and SPDR ETFs.

This live video session, while not product-related, will focus on providing financial advisors with actionable insight for managing client assets and their portfolios.

The video session will take place Wednesday, July 24, 2019, at 9:30 a.m. PDT.


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