Former Lincoln Financial Advisers With $4 Billion in Client Assets Join LPL Financial

August 22, 2024

LPL Lures Former Lincoln Team Who Brings $615 Million in Assets

August 16, 2024

Family-Owned $630 Million Krueger Financial Services Exits Osaic for Commonwealth

August 14, 2024

Two Former Osaic Firms With $1 Billion in Combined Assets Join LPL Financial

August 5, 2024

Long-standing SD Credit Union With $3.4 Billion to Grow Its Retail Program Via Cetera

August 2, 2024

Former Osaic Jersey Firm With $1 Billion in Assets Joins LPL Financial

July 24, 2024

San Diego-Based Securities America Team Moves to LPL Financial

June 4, 2024

Osaic Closes on Acquisition of Lincoln Wealth Management Firms

May 7, 2024

Father-Daughter Team Overseeing $280 Million Joins Osaic

March 22, 2024

Representing $700 Million AUM, LPL Brings on Another Five Teams from Osaic

March 15, 2024

Osaic Lands $210 Million Team from Ameriprise

March 12, 2024

ERSI Wealth Management Joins AmeriFlex RIA Platform

February 28, 2024

Northern California-Based RIA With $700 Million Joins Stratos From Osaic

February 23, 2024

LPL Lands Ex-Osaic Team With $520 Million Assets Under Management

February 7, 2024

Osaic Continues to Build Scale, Finishes Out 2023 Strong

January 23, 2024

Atria Recruits $420 Million Paragon Financial Group from Osaic

January 17, 2024

Advisor Group Rebrands

June 22, 2023