Displaying 38 results
Osaic nabs Lincoln Financial Advisors in latest purchase
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
Arkadios adds two firms from Triad
Atlanta-based Peachtree Wealth Advisors and Arizona-based RBG Capital have combined assets totaling more than $600 million.
LPL adds $130M team from Securities America
Fairfield, Connecticut-based Oak Tree Financial Group has three advisors.
Popcorn, pie and cocoa: Advisors weigh in on holiday gift giving
Some wealth managers simply don't see a holiday card to clients as being sufficient to show their appreciation. They want to give something more.
Osaic owner reportedly seeking buyer for up to 20% stake in broker-dealer
Minority shareholding could be worth as much as $2.5B.
Osaic picks up almost $500M as two teams switch to AmeriFlex
A dozen advisors have been recruited to the firm across multiple states.
Managing transformative change: Lessons learned
An Osaic executive provides some suggestions on how best to handle large-scale changes in your business.
Osaic boosts cash flow in first half of 2023: Fitch
The improvement demonstrates that the giant broker-dealer network, which many believe will seek to go public in the next few years, is moving its cash flow in the right direction.
‘Murky disparity’ stalls progress
Recent claims of pay discrimination, retaliation and sexual harassment have served as a painful reminder that progress for women in the financial advice industry is not a straight line.
Wealth management firms need scale to help advisors thrive
Scale offers the solutions, capital and expertise entrepreneurial financial advisors need to serve their clients with distinction and build strong businesses.
LPL continues strong recruiting from Securities America in 2023
LPL, Osaic and Cetera Financial Group are all 'fighting amongst themselves' to lure advisors, one recruiter notes.
Are LPL and Osaic in the hunt for the old United Capital?
One analyst pegs the purchase price for Goldman's RIA in the range of $270 million to $360 million.
Signature RIA set to open broker-dealer
The new broker-dealer expects to transition up to 30 financial advisors who are currently registered with Osaic.
Goodbye, Royal Alliance. Hello, Osaic Wealth
The Royal Alliance name and brand had been around since 1989.
Another summer rebrand: CI Private Wealth is now Corient
'It's a weird little portmanteau,' one marketing executive said.
Osaic gains $250M advisor team, its first since rebrand from Advisor Group
The firm has welcomed a team from Walnut Creek, California, that was previously with Cetera Advisors.
$275 million Colorado team jumps to LPL from Woodbury
Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.
Forget Advisor Group. It’s now Osaic
While the giant network of 11,000 brokers and advisors has announced its new name, the process of rolling its eight firms into one will take up to two years.
