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

Former VALIC Financial Adviser Launches Independent Firm With Osaic OSJ

September 24, 2025

Osaic Adds $379M-Asset Women-Owned ArrowPoint Wealth Advisors

September 23, 2025

Osaic Adds Ex-Commonwealth Firm Managing $460M in Client Assets

September 18, 2025

Ameriprise Tapped to Manage Ex-Osaic Client’s $780M Investment Program

August 4, 2025

Osaic Takes Majority Interest in $700M Succession Planning-Focused Firm

July 23, 2025

ExchangeRight Appoints Ex-Osaic Vet as Senior Wholesaler for Pacific Northwest

July 17, 2025

RIA Fined $1.75M for Failure to Disclose Conflicts of Interest, Overbilling

July 14, 2025

$12 Billion AmeriFlex Hybrid RIA Joins Cambridge From Osaic

June 28, 2025

Commonwealth Adds $430M Independent Adviser Team, Formerly With Osaic

June 24, 2025

Osaic Acquires $13.5 Billion CW Advisors, Deepening Foothold in HNW Advisory Space

June 17, 2025

Commonwealth Adds $1.5B Upstate N.Y.-Based Angelo Planning Group

June 11, 2025

Dead Wrong: FINRA Fines Broker Over Undisclosed $1 Million Bequest

May 22, 2025

Independent Financial Group Hires Industry Veteran Kevin Keefe as President and COO

April 25, 2025

LPL Financial Adds Former Osaic Team With $350 Million

April 25, 2025

SFA Partners Adds Wealth Management Team Trio With $200M in Total Client Assets

April 22, 2025

Osaic Expands W2 Affiliation Channel With $360 Million Team

February 10, 2025

Commonwealth Adds $320 Million-Asset Firm, Formerly With Cambridge

February 4, 2025

LPL Onboards Former Osaic Team Serving $600M in Client Assets

February 3, 2025