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We're excited to announce that we have entered into a definitive agreement to acquire CW Advisors, LLC, a Boston-based RIA with $13.5 billion in fee-based client assets! CW Advisors will retain its name and client service model, remain operationally independent, and continue to serve clients as a standalone RIA. This acquisition represents the continued execution of our strategy to expand our addressable market, partner with advisors across all affiliation models, and enable advisors to serve clients across the wealth management spectrum. It also provides a new fee-only platform for Osaic to continue building and enhancing Osaic Advisors, our signature employee model, as well as continued custodial flexibility. Learn more about the partnership: https://ow.ly/yZUM50WaLVh
The Osaic Foundation and our volunteers have been busy lately! #TeamOsaic volunteers in Phoenix packed meals to pay tribute to the victims, military and first responders of the September 11th tragedy. In St. Petersburg, volunteers greeted veterans after they returned from Washington D.C. to view their service branch memorials. Click the link for the quarterly edition of the Osaic Foundation newsletter and to learn how you can give back with the Osaic Foundation.
We are excited to announce the close of the acquisition of Lincoln Financial Advisor Corporation and Lincoln Financial Securities Corporation, the wealth management firms that make up Lincoln Wealth. As a result of this transaction, more than 1,400 advisors overseeing approximately $115 billion in assets will be onboarded to Osaic. Please join us in welcoming the Lincoln Wealth team to #TeamOsaic! Learn more → https://bit.ly/3WtAYgw
We’re excited to announce that we’ve entered into a definitive agreement to acquire Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation, the wealth management firms that make up Lincoln Wealth. The 1,450 advisors under Lincoln Wealth offer holistic financial planning and advisory services to affluent clients and oversee approximately $108B in assets. Click the link below to learn more about the partnership.
The word is out... Advisor Group is now Osaic! With a history of growth and innovation, Osaic has always had one primary goal: Provide the best service experience, technology, and resources to our financial professionals so they can focus on their clients. Whether you’re an independent financial professional, an RIA, or a financial institution looking for a best-in-class wealth management platform, we’re here to support your business, however you choose to run it. #TeamOsaic
We are so excited to introduce our new video feature series, "Get to Know Our Exec's"! Listen to our leaders discuss company programs and initiatives as well as share answers to personal questions, including what excites them about Advisor Group and what is the future of our business. Our first video features Advisor Group President & CEO Jamie Price discussing the value that Advisor Group brings to our financial professionals.
November is #NativeAmericanHeritageMonth, a time to celebrate and pay tribute to the cultures and histories of indigenous people. Use this month to educate yourself on the Native names, stories, pictures, and words that are a crucial part of American history.
"At the heart of our vision is our commitment to you to provide resources, support and access to expertise each step of the way to grow more rapidly in revenues and assets than with any other firm." - Jamie Price, CEO and President of Advisor Group Thank you to all of our financial professionals, their staff, our home office employees, and speakers who made this year's 10th annual event so successful! We'll see you next year in San Antonio, Texas!
Today marks the last day of Customer Service, Employee Appreciation & Wellness Week at Advisor Group! This week has been dedicated to acknowledging our employees for their contributions; encouraging everyone to begin or maintain a healthy lifestyle; and to recognizing and encouraging the excellent customer service we strive to give our clients. 76 employees were recipients of wellness-related prizes including Apple Watches and REI gift cards, and all employees participated in daily customer service and wellness quizzes, a "Get Active" photo contest, and a blog hosted by our EVP, Advisor Engagement Erinn Ford. Thank you, Advisor Group employees, for all that you do!
We are excited to welcome Clayton Chandler as Chief Security, Privacy and Data Officer of Advisor Group. An industry leader in risk mitigation with 15 years of high-tech experience, Clayton will oversee data privacy and cybersecurity to protect our affiliated financial professionals and their clients. Thanks, Financial Advisor Magazine for sharing the news: http://ow.ly/FS4L50Gbs0Y
