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Lincoln deal caps year of change at Osaic
But what will the ultimate asking price for Osaic be as the firm moves toward an IPO?
Osaic owner reportedly seeking buyer for up to 20% stake in broker-dealer
Minority shareholding could be worth as much as $2.5B.
Osaic nabs veteran Wells Fargo group managing $600 million in Michigan
Labor Day weekend is a traditional time for financial advisors to leave one firm and be recruited by another.
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.
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.
Advisor Group’s Jamie Price talks about the firm’s rebranding
In a Q&A, the Advisor Group CEO discusses what's involved in squeezing the giant operation under one broker-dealer roof and brand.
Advisor Group RIAs add alts, and fresh conflict, to platform
The agreement between Advisor Group and CAIS on sales of alternative investments, and the revenue such sales would generate, is the crux of the matter.
Expect giant branch offices at IBDs to flex their muscle
There are plenty of private equity managers left who could still invest in large branch offices of independent broker-dealers.
So your RIA has gone mega. Is it time to go public?
The wave of IPOs among mega RIAs has been building for years, but some in the industry wonder how many firms can weather the challenges of being a public company.
RIA M&A transaction with a fresh twist
As large broker-dealers look to play in the red-hot mergers and acquisitions market for RIAs, Advisor Group is investing along with its owner, Reverence Capital, in RIA Signature Estate & Investment Advisors.
Advisor Group rolls with another B-D acquisition
The deal for American Portfolios Financial Services Inc., a New York independent broker-dealer, brings Advisor Group 850 advisers who oversee close to $40 billion in client assets.
PE investments are good for RIAs. What about clients?
The influx of PE money is a huge vote of confidence for the health and future of the RIA business model, but some industry observers have voiced concerns.
