Signature Women-Forward conference brings together more than 600 advisors around growth, innovation and connection Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced details of its 2026 W Forum, t

Raleigh, N.C.–based independent firm cites advanced technology, robust product suite and long-term growth alignment in move from LPL Financial Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced th

From young values-driven professionals to rising financial decision-makers and individuals navigating life transitions, reaching women clients today demands an authentic and insight-driven approach. Across the wealth management industry, advisors are payi

Family-led advisory team establishes independent presence in Wenatchee, Washington Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Tim and Mitch Meyers have launched Meyers Wealth Manageme

Combination creates a unified, Osaic-supported advisory firm with more than $500 million in assets and a century of collective experience Butler Associates Financial Planners, Inc. (“Butler Associates”), led by Jason Sturm, and Shore Group Advisors, led b

Transaction advances client service and regional growth strategy CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, has acquired Rovin Capital, LLC (“Rovin”). Rovin is a fee-only RIA with offices in Lehi, Utah, and