Deals
Osaic’s CW Advisors Acquires 3 RIA Firms with $1.6B Total AUM
Osaic announced that its affiliate CW Advisors has acquired three registered investment advisor firms with a total of $1.6 billion in assets under management. LPL Financial announced that it has added ...
Summary as published by Financial Advisor IQ
More on Osaic
Osaic hub →InvestmentNews · Nov 9, 6:47 AM ET
CW Advisors adds $1.6B with triple acquisition push into Texas and beyondFinancial Advisor IQ · Nov 8, 11:00 AM ET
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Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen deals
More on LPL Financial
LPL Financial hub →InvestmentNews · Nov 9, 12:01 PM ET
Advisor moves: LPL lands $700M Cambridge team, &Partners adds $728MFinancial Advisor IQ · Nov 8, 11:00 AM ET
RayJay, LPL, Wells Lose FAs to ConcurrentInvestmentNews · Nov 6, 2:18 PM ET
LPL advisor, South Carolina state senator, elected to U.S. CongressCitywire RIA · Nov 6, 2:54 AM ET
LPL hires former Envestnet director as M&A product head
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