The latest from Osaic

MAY 6, 2024

Osaic completes acquisition of Lincoln Wealth

Lincoln’s independent broker-dealer and registered independent advisory firms bring more than 1,400 financial advisors to Osaic’s growing wealth management network

Recent news

Wealth Advisor Academy offers financial professionals the resources and best practices to increase their enterprise value and enhance the client experience. Osaic, Inc. (“Osaic”), one of the nation’s largest wealth management platforms, today announced th

Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license. It’s been a little over a year since Ed Swenson, the former Dynasty Financial Partners COO and co-founder, joined Osaic (then Advisor

Since the company’s establishment in 1988, BNY Pershing has collaborated with Osaic, a major provider of wealth management solutions. Osaic, which supports over 1 million client accounts and over 11,000 financial professionals, has extended its clearing an

OSAIC RESEARCH

The Latest Market Insights

Read and review the latest commentary on market performance, brought to you by the Osaic Research team.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc., 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. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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