Headlines from Osaic

Lincoln’s independent broker-dealer and registered independent advisory firms bring more than 1,400 financial advisors to Osaic’s growing wealth management network PHOENIX, May 6, 2024 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of weal

The market to acquire registered investment advisor firms has been red-hot for almost a decade, with hundreds of firms bought and sold each year. But the mergers and acquisitions frenzy has its skeptics, particularly among broker-dealer executives, who exp

Kristen Kimmell, Executive Vice President of Business Development, recently sat down with Financial Planning to record a podcast episode about building community among independent financial professionals. The number of independent financial advisors is o

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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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