The hybrid RIA is the latest firm to face allegations that it enriched itself at customers' expense by paying unfairly low interest rates in its cash sweep programs.

LPL Financial announced Monday that it has added Charter Oak Wealth Partners to its broker-dealer, RIA ... joins LPL from Osaic and will operate under Academy Financial, an existing LPL-affiliated ...

The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.

Osaic Institutions, the company’s broker/dealer entity that focuses on advisors at banks and credit unions, is bringing Navy Federal Investment Services, the broker/dealer subsidiary of the Navy ...

LPL Financial announced that a four-advisor team has left Osaic to join its broker-dealer, registered investment advisory and custodial platforms, aligning with existing firm Academy Financial.

Lincoln Financial, the Radnor-based insurance company, is back in the black after suffering two years of annual losses, ...

Charter Oak Wealth Partners, a team of advisors from Osaic that managed $600 million in advisory, brokerage and retirement plan assets, has joined LPL Financial’s broker-dealer, RIA and ...

A four-member Osaic advisory team overseeing $1 billion ... Schlatter, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, according to a news release. The Manhattan Beach ...

LPL Financial (LPLA) announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial ...

Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker ...