Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management solutions and a portfolio company of ...

The acquired company is a registered investment advisor based in Boston, with $13.5bn in fee-only client assets under ...

The deal for the Audax-backed RIA based in Boston gives Osaic a strategic foothold to attract more advisors and clients ...

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

Audax Private Equity has agreed to sell CW Advisors, LLC, a Boston-based registered investment advisor, to Osaic Inc, a ...

Osaic Inc., the big broker-dealer network owned by Reverence Capital Partners, announced the acquisition of Boston-based fee-only advisor CW Advisors LLC, with $13.5 billion in assets under management ...

Jamie Price of Osaic says attrition at his firm was below expectations during its recent internal consolidation of nine separate brokerages and that not having a self-clearing and self-custody ...

Osaic is one of the nation’s largest providers of wealth management solutions and is acquiring CWA to build scale in its fee-only channel. CW Advisors will retain its brand, management team ...

The acquisition of the Boston-based registered investment advisory firm will be a significant expansion of Osaic’s fee-only ...

The acquisition of CW Advisors represents continued execution of Osaic’s strategy to expand its addressable market, serve advisors across all affiliation models and enable advisors to serve ...