A leading OSJ group managing over $1 billion in client assets has officially transitioned from Osaic Wealth to Ausdal Financial Partners (AFP). The group of 15 experienced advisors, primarily based in ...

Hilltop and other firms say more recent SEC off-channel communications settlements eliminated "costly and burdensome" requirements that were imposed on them.

In other local banking and finance news, Chase files to open more branches in the Philadelphia region and Wells Fargo plans ...

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

LPL Financial said it recruited an advisor team from Osaic where the group oversaw ... Salient Wealth Planning Group joined LPL’s broker-dealer and registered investment advisor in Manhattan ...

Hershey Wealth Advisors, an advisory firm with $233 million in assets under management in Hershey, Pa., has joined Merit Financial Advisors after about eight years with the Triad/Osaic family. Hersey ...

The firm is joining a new division Osaic launched in 2023 after recruiting a top executive from local competitor Dynasty Financial Partners. National wealth management platform Osaic has acquired ...

iShares US Broker-Dealers & Securities Exchanges ETF's (IAI) current share price is $156.24. This constitutes a price movement of 0.51% when compared to the share price 7 days ago and is -1.15% below ...

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Marsh & McLennan's strategic moves, like the McGriff acquisition, drive margin growth while managing debt. Click here to read ...