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

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

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 ...

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