Freehold Wealth Management brings $576M to Osaic in multigenerational move
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources. A…
Advisor moves: Succession planning, fresh starts trigger exits at Osaic and LPL
Teams head for W-2 independence models with practices totaling almost $1B. Two advisory practices have made significant moves…
LPL, Raymond James, big winners in advisor recruiting in 2025: report.
Meanwhile, Bank of America and Osaic lead firms with largest net declines, according to Wolfe Research. Triggered in…