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
The latest from Osaic
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
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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 is ramping up its ability to support advisors focused on retirement income planning as it introduces key upgrades to one of its successful planning platforms. The firm announced on Monday that it’s built out its retirement income planning tool, Next
The Latest Market Insights
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.