The leader of $340 billion-asset Osaic explains how the wealth management giant is positioning for the future.

The acquisition of the Boston-based registered investment advisory firm will be a significant expansion of Osaic’s fee-only ...

Jamie Price of Osaic says attrition at his firm was below expectations during its recent internal consolidation of nine ...

The deal for the Audax-backed RIA based in Boston gives Osaic a strategic foothold to attract more advisors and clients ...

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

Osaic Inc., the big broker-dealer network owned by Reverence Capital Partners, announced the acquisition of Boston-based fee-only advisor CW Advisors LLC, with $13.5 billion in assets under management ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners ...

Osaic, the consolidated wealth management giant that emerged from a network of broker-dealers, is making a major acquisition, buying CW Advisors, a Boston-based registered investment advisory firm ...