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.

In addition to Stout, Audax has agreed to sell CW Advisors which is expected to close in the third quarter Audax Private Equity has completed the sale of Stout, a Chicago-based advisor, to ...

This year saw the second-most-prolific second quarter on record, with Merit Financial the most active deal maker.

In addition to Stout, Audax agreed to sell CW Advisors, a transaction that’s expected to close in the third quarter. Since June of last year, Audax has agreed to or completed nine exits across ...

In June, Boston-based RIA CW Advisors, with $13.5 billion in fee assets, said it had agreed to be acquired by Osaic, which did not release term of the acquisition.

Registered investment advisory firms continued to be hot targets for mergers and acquisitions in the first half of 2025, and wealth management firms, often backed by private equity money, are turning ...

In addition to Stout, Audax agreed to sell CW Advisors, a transaction that’s expected to close in the third quarter. Since June of last year, Audax has agreed to or completed nine exits across ...

As part of our newly launched CW Survey Series, we set out to measure the anticipation for Saudi Arabia's gigaprojects — and ...