Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, today announced the official close of the transaction ...

Osaic Inc, which is backed by Reverence Capital Partners, has completed its previously announced buyout of CW Advisors, a ...

Jamie Price, the CEO spearheading Osaic’s multi-year revamp, said finding the right leaders for its RIA Solutions unit is ...

Meanwhile, Osaic secures a new credit union partnership, and Compound Planning crosses another billion-dollar milestone.

Osaic’s roughly two-year effort to streamline operations and combine its network of eight broker-dealers is nearing completion, says CEO Jamie Price. “Everyone will be on a single tech stack ...

Osaic Inc., one of the largest broker-dealer networks in the industry with 11,600 financial advisors, may be facing job losses by early next year to its 2,500 home office staff and support workers ...

How Osaic lets its advisors choose their own tech adventure — with support By Rob Burgess April 04, 2025, 5:21 p.m. EDT 5 Min Read ...

An Osaic interest rate committee set the rates for cash sweep accounts, which are currently paying interest as low as 0.15% and only up to 1.5%, the lawsuit alleges.

Osaic has wrapped up its biggest acquisition in years with its purchase of Lincoln Financial Group. "The addition of the Lincoln Wealth team expands the Osaic national network of seasoned and ...

Osaic, one of the top five independent broker-dealers by revenue according to Financial Advisor magazine’s annual survey, announced that it has partnered with Massachusetts’s HarborOne Bank in ...