Moves
Osaic Nabs $2.3B ICG next From LPL
James A. Costabile, managing partner, said the wealth management firm entered serious breakaway conversations about six months ago.
Summary as published by ThinkAdvisor
More on Osaic
Osaic hub →WealthManagement.com · Oct 23, 12:23 PM ET
Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPLInvestmentNews · Oct 23, 6:43 AM ET
Freehold Wealth Management brings $576M to Osaic in multigenerational moveFinancial Advisor IQ · Oct 22, 1:00 PM ET
UBS Loses FA Team with $1B to RBC Wealth ManagementFinancial Advisor IQ · Oct 22, 1:00 PM ET
Osaic Lures $576M FA Team from Stifel's Former Indie Unit
More on LPL Financial
LPL Financial hub →InvestmentNews · Oct 23, 1:57 PM ET
Ex-LPL, special needs advisor pleads guilty in fraud caseInvestmentNews · Oct 23, 1:52 PM ET
Advisor moves: Raymond James lands $700M Truist team in NaplesWealthManagement.com · Oct 23, 12:23 PM ET
Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPLWealthManagement.com · Oct 23, 10:48 AM ET
WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct Indexing
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