Long Island-Based $1.5B Firm Transitions to Osaic’s W-2 Channel

May 1, 2026

Ex-Osaic Adviser Joins LPL Financial, Bringing $260M in Assets

April 29, 2026

Cetera Recruits Fidelity Executive Matt Kwartler to Lead Strategic Growth

April 24, 2026

Osaic Adds $500M N.H. Firm to W-2 Empowered Independence Channel

April 22, 2026

LPL Financial Adds Three Teams, $485M in Assets From Wells, Edward Jones, Osaic

April 13, 2026

Bain Capital Takes Minority Stake in Osaic in $3.7B Capital Raise

April 10, 2026

The Finance Couple Joins Osaic From LPL Through Innovative Financial Group With $204 Million in Client Assets

March 19, 2026

Former Commonwealth Adviser With $352M in Client Assets Joins Osaic

March 4, 2026

Osaic’s $1.2 Billion Bard Financial Deepens Partnership With Transition to W-2 Model

February 24, 2026

Independent Financial Group Appoints Scott Little to Lead Midwest Business Development

February 23, 2026

Osaic’s Triad Advisors Defeats $27M FINRA Arbitration Claim Tied to Ex-Broker

January 21, 2026

LPL Adds $260 Million California Coast Advisory Formerly With Osaic

January 12, 2026

Cambridge Takes Minority Stake in AmeriFlex to Boost Succession Planning Platform

January 6, 2026

Osaic’s $1.1B Veater Financial Group Joins Empowered Independence Channel

December 18, 2025

Osaic Names Ex-Raymond James Exec Shannon Reid as President

December 16, 2025

$220 Million Ex-Cetera Team Transitions to Osaic

December 4, 2025

Osaic Adds $530 Million Team from Primerica, Faces Poaching Lawsuit

October 29, 2025

VestGen Debuts Retirement Initiative With Addition of $662M Ex-Osaic RIA

October 26, 2025

Osaic Adds $453M Oregon Team From Ameriprise as Florida Group Joins Ameriprise From Wells Fargo

October 8, 2025

AmeriFlex Hybrid RIA Adds $354M Ex-Osaic Team

September 29, 2025