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 ...

Audax has sold $13.5bn-managing investment advisor CW Advisors to Reverence Capital Partners portfolio business Osaic.

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

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

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 ...

Bringing experience from Integrated Partners, LPL, and Edelman Financial Engines, the mega-RIA's newest leaders are set to ...

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.

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