Osaic has recruited Virtus Wealth Solutions, a Morgantown, W.Va.-based firm previously affiliated with Commonwealth Financial Network,…
Tag: Osaic
Advisors Focused on AI, Financing at Osaic Conference
The more than 3,000 advisors who attended Osaic’s annual ConnectED conference ranged from those who had…
IBD Elite 2025: Top firms for women financial advisors
Over her more than 20 years in the industry, financial advisor Nina O’Neal has seen wealth…
IBD Elite 2025: The 15 largest independent brokerages
The largest independent brokerages reaped the benefits of rising asset values and consolidation last year. Those…
IBD Elite 2025: How independent wealth firms use AI
The extent to which independent financial advisors are using artificial intelligence is only starting to catch…
Former Osaic Employee Files Discrimination Lawsuit Over Russian Origin
A former Osaic employee claimed her supervisors at the firm discriminated against her based on her…
AmeriFlex Adds $280M California Team From Osaic
The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction of Cambridge…
Osaic Advice and Wealth Head Greg Cornick Shifts to New Wealth Solutions Role
Osaic’s head of advice and wealth management Greg Cornick was recently moved to a new position…
Hightower Advisors Hires Former Osaic Executive as Chief Advisory Officer
Hightower Advisors is poaching a former Osaic executive to serve in the newly created chief advisory…
Ex-Commonwealth Advisors Join Arkadios, Cambridge, Osaic, Raymond James
The anticipated attrition of at least some Commonwealth Financial Advisors in the wake of LPL Financial’s…
LPL Adds $870M Team to Employee Channel; Osaic Lands $400M Firm
LPL Financial and Osaic both touted advisor additions on Thursday. LPL landed the potentially bigger move…
Commonwealth loses a few advisors ahead of LPL deal
As LPL Financial’s purchase of Commonwealth Financial Network nears, a steady trickle of advisors are leaving…
$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic
The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction of Osaic, has…
Commonwealth recruits big team ahead of LPL purchase
Commonwealth Financial Network’s looming acquisition by LPL Financial isn’t halting its recruiting engines, as evidenced this…
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…