Commonwealth Financial Network’s looming acquisition by LPL Financial isn’t halting its recruiting engines, as evidenced this…
Tag: Osaic
Osaic Acquires $13.5B Boston-Based RIA CW Advisors
Broker/dealer Osaic has agreed to acquire $13.5 billion fee-only registered investment advisor CW Advisors from its…
Osaic to buy fee-only RIA CW Advisors
Fresh off consolidating eight previously acquired broker-dealers under its brand, Osaic is embarking on its biggest…
Commonwealth Gains $1.5B Team from Osaic Amid LPL Acquisition
A $1.5 billion Rochester, N.Y.-based team is joining Commonwealth Financial Network from Osaic, one of the…
Osaic Launches Digital Loan Marketplace for Advisors
At its NXT conference this week, Osaic announced its new digital loan marketplace is live and…
Cary Street Partners Acquires Former Osaic Affiliate IFS Advisors
Cary Street Grows to $10.7B with Former Osaic Affiliate Cary Street Partners, a $10.7 billion RIA…
Osaic Adds Five Credit Unions With Combined $500M From Atria
Osaic Institutions, the company’s broker/dealer entity that focuses on advisors at banks and credit unions, has…
Osaic Super OSJ Affiliated Advisors Lands 30 New Teams
Affiliated Advisors, a large office of supervisory jurisdiction with independent broker/dealer Osaic, recruited 30 new advisors…