Pros
This review is for the division of Osaic that services specifically credit unions-not direct advisor business. No Pros as my experience and situation should never have happened. Oh, wait-there is one Pro. The color green in their Logo is pretty.
Cons
I can only speak for my personal experience. Worked at a CU that interacted with Osaic through a TPO. Osaic was nice to work with. TPO gets by humiliating FA, not listening to complete set of questions, unable to answer those questions and TPO too busy to get answers. No person in a management position should be allowed to treat any employee in the manner that I was treated. Management person is in a position that really can't be monitored so management person, being unsupervised, feels entitled to say anything off the top of their head.