Husband-wife advisor team focused on serving couples and women transitions from LPL Financial Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced The Finance Couple has joined from the firm LPL Fin

Five ways advisors can take back time to boost productivity. By Matthew Schlueter, Executive Vice President, Operations & Technology Solutions Many advisors can likely point to the exact moment their day goes sideways: a “quick” client request that turns

By investing in their support teams’ professional development, advisors may unlock a new capacity for mutually beneficial outcomes and long-term success. By Matthew Schlueter, Executive Vice President, Operations & Technology Solutions The demands on fin

Foundation names 2026 leadership to advance philanthropic mission Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the appointment of its 2026 board of the Osaic Foundation, its 501(c)(3) privat

Texas-based wealth management team overseeing $464 million in client assets affiliates to accelerate growth, expand advisor team and strengthen succession planning Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategie

Led by financial advisor Heather Hackett, team brings $352 million in client assets to Osaic’s wealth management platform Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that financial advisor