Displaying 5 results
Osaic seals deal for Lincoln’s wealth advisor business
The wealth management giant has gotten even more colossal as it welcomes $115 billion in assets and some 1,400 advisors.
LPL bags another Lincoln advisor
The IBD expands its Southern footprint with an Alabama-based veteran with $345 million in assets.
Cambridge, Lincoln among firms hit by SEC’s $81M fine blitz
Text messaging issues at broker-dealers and RIAs could have been avoided with some regulatory guidance, compliance expert says.
Lincoln deal caps year of change at Osaic
But what will the ultimate asking price for Osaic be as the firm moves toward an IPO?
Osaic nabs Lincoln Financial Advisors in latest purchase
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
