Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Moves

Family-Led Team With $576M AUM Joins Osaic in South Carolina

Osaic has recruited a Landrum, S.C., family-led firm that oversaw $576 million in client assets with Stifel Independent Advisors. Freehold Wealth Management is led by firm President Cynthia “Cindy” ...

Summary as published by Financial Advisor Magazine
Read the full story at Financial Advisor Magazine →

More on Osaic

Osaic hub →

More on Stifel

Stifel hub →

Financial ADVSR links to reporting from across the industry. This story was reported by Financial Advisor Magazine. Financial ADVSR is not affiliated with Financial Advisor Magazine. Updated every 10 minutes.

The full wire →