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 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 ...

Reverence is seeking to sell up to 20% of Osaic, a stake that could be worth as much as $2.5 billion, according to the people, who asked not to be identified discussing confidential information.

Two big wealth management teams that collectively oversaw $4 billion in client assets at Osaic are leaving that firm to form a new group at LPL Financial. Academy Financial and PFG Advisors were ...

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 ...

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, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that its affiliate, StoneBridge Advisors, Inc., ...

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.