Through the partnership, Osaic adds another key offering for independent advisors: a turnkey succession and continuity partner. This enables advisors to realize the full value of their business while ...

Investment Advisors Financial Group will be joining LPL Financial from Osaic, bringing $1 billion in advisory, brokerage and retirement plan assets and a 22-advisor team. The Eatontown, New Jersey ...

LPL welcomes $655M wealth team in Ohio The Bury Financial Group. The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.

Veteran Texas-Based Wealth Team Combines Forces with Dynasty Financial Partners to Launch Precedent Wealth Partners, and Introduces "WillShare," an Innovative Program for Clients April 26, 2023 10 ...

LPL Financial has recruited a team of advisors with $515 million in advisory assets in Fort Wayne, Ind. The team, led by U.S. Marine Corp. veteran Seth Marshall, has returned to LPL after about a ...