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

Audax has sold $13.5bn-managing investment advisor CW Advisors to Reverence Capital Partners portfolio business Osaic.

The acquired company is a registered investment advisor based in Boston, with $13.5bn in fee-only client assets under ...

Having a baby? There’s more to prep than diapers and onesies. Consumer Investigator Rachel DePompa talks to CW Advisors about a simple financial step that could make a big difference 17 years from now ...

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

Audax Private Equity has agreed to sell CW Advisors, LLC, a Boston-based registered investment advisor, to Osaic Inc, a ...

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 ...

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.