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Articles published by Osaic, Inc.

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CW Advisors Continues Western Expansion with Addition of Catalina Capital Group
From Osaic, Inc.
Via Business Wire
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Du Lac Wealth Services Joins Osaic from LPL Financial with $200 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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Eric Westall Joins Osaic Through Innovative Financial Group, Bringing Over $250 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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$1.5B Gateway Investments Transitions to Empowered Independence at Osaic
From Osaic, Inc.
Via Business Wire
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Osaic’s 2026 NXT Conference Brings Changemakers, Emerging Fintech into the Spotlight
From Osaic, Inc.
Via Business Wire
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Geraldine Spinella Joins Osaic Through New York Financial Partners, Bringing $107 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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Osaic Adds AI-Powered Documentation Platform Scribe to Its Technology Ecosystem
From Osaic, Inc.
Via Business Wire
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Osaic Expands Empowered Independence Channel with Pointes North Wealth Management
From Osaic, Inc.
Via Business Wire
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Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick
From Osaic, Inc.
Via Business Wire
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Osaic Welcomes $162 Million C&N Wealth Management Through Undefined Gridlines OSJ
From Osaic, Inc.
Via Business Wire
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The Finance Couple™ Joins Osaic Through Innovative Financial Group, Bringing $204 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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Osaic Unveils 2026 Osaic Foundation Board
From Osaic, Inc.
Via Business Wire
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Osaic Welcomes $464 Million Gardner Wallace Financial Solutions Through Advisory Resource Group
From Osaic, Inc.
Via Business Wire
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Women-Led Financial Planning Department Joins Osaic from Commonwealth
From Osaic, Inc.
Via Business Wire
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$1.2 Billion Bard Financial Services Transitions to Osaic’s Empowered Independence Channel
From Osaic, Inc.
Via Business Wire
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Westport Private Wealth Joins Osaic Through New York Financial Partners with $252 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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Hoyt Jensen & Associates Join Osaic, Bringing $190 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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IDT Capital Group Joins Osaic, Bringing $186M in Client Assets
From Osaic, Inc.
Via Business Wire
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Financial Advisors Michael Murray and Brian Fruend Launch F & M Investment Partners with Osaic
From Osaic, Inc.
Via Business Wire
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Osaic Hosts 2026 W Forum, Showcasing Women’s Leadership in Wealth Management
From Osaic, Inc.
Via Business Wire
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Midtown Advisors Joins Osaic, Bringing $153 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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Meyers Wealth Management Group Launches Independent Firm with Osaic, Bringing $285 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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Chris Livingston Affiliates with Osaic, Joining Oakfield Wealth Management Group
From Osaic, Inc.
Via Business Wire
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Butler Associates Financial Planners and Shore Group Advisors Announce Merger
From Osaic, Inc.
Via Business Wire
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Osaic Expands Empowered Independence Channel with $1.1 Billion Veater Financial Group
From Osaic, Inc.
Via Business Wire
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Osaic Deepens Commitment to Advisor Development with Enhanced Wealth Advisor Academy and Financial Planning Jump Start Programs
From Osaic, Inc.
Via Business Wire
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Osaic Partners with Carefull to Deliver Proactive Client Financial Protection Tool to Its Network of Advisors
From Osaic, Inc.
Via Business Wire
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Osaic’s Philip Blancato Named Chief Investment Officer of the Year at 2025 ThinkAdvisor Luminaries Awards
From Osaic, Inc.
Via Business Wire
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Osaic Welcomes $705 Million True Wealth Advisors from LPL Financial
From Osaic, Inc.
Via Business Wire
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Soundview Financial Group Joins Osaic, Bringing $104 Million in Client Assets
From Osaic, Inc.
Via Business Wire
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