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Commonwealth swipes $300M planning team from Osaic

Truist

Severing a 22-year-old affiliation, the advisory firm with a comprehensive planning focus will serve as an OSJ at the IBD and RIA giant.

Commonwealth is bolstering its profile in the Southwest as a comprehensive planning team severs its longtime relationship with Osaic to join the fast-growing firm.

Terramar Wealth, a Carlsbad, California-based firm, joined Commonwealth Financial Network this week, marking its first affiliation ch

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