We're excited to announce that we have entered into a definitive agreement to acquire CW Advisors, LLC, a Boston-based RIA with $13.5 billion in fee-based client assets! CW Advisors will retain its name and client service model, remain operationally independent, and continue to serve clients as a standalone RIA. This acquisition represents the continued execution of our strategy to expand our addressable market, partner with advisors across all affiliation models, and enable advisors to serve clients across the wealth management spectrum. It also provides a new fee-only platform for Osaic to continue building and enhancing Osaic Advisors, our signature employee model, as well as continued custodial flexibility. Learn more about the partnership: https://ow.ly/yZUM50WaLVh
The Osaic Foundation and our volunteers have been busy lately! #TeamOsaic volunteers in Phoenix packed meals to pay tribute to the victims, military and first responders of the September 11th tragedy. In St. Petersburg, volunteers greeted veterans after they returned from Washington D.C. to view their service branch memorials. Click the link for the quarterly edition of the Osaic Foundation newsletter and to learn how you can give back with the Osaic Foundation.
We are excited to announce the close of the acquisition of Lincoln Financial Advisor Corporation and Lincoln Financial Securities Corporation, the wealth management firms that make up Lincoln Wealth. As a result of this transaction, more than 1,400 advisors overseeing approximately $115 billion in assets will be onboarded to Osaic. Please join us in welcoming the Lincoln Wealth team to #TeamOsaic! Learn more → https://bit.ly/3WtAYgw
We’re excited to announce that we’ve entered into a definitive agreement to acquire Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation, the wealth management firms that make up Lincoln Wealth. The 1,450 advisors under Lincoln Wealth offer holistic financial planning and advisory services to affluent clients and oversee approximately $108B in assets. Click the link below to learn more about the partnership.
