Osaic Cut Staff During Consolidation. Then It Started Hiring Support Again.
Osaic trimmed staff during consolidation, then hired support after integrating Lincoln. The shift shows where broker-dealer efficiency can become service risk.
LPL Hired Emily Field To Run HR. Commonwealth Made The Job A $2.7B Integration Test.
LPL hired Emily Field as chief people officer as Commonwealth integration began. Retention, layoffs and a 2026 conversion make culture an M&A issue.
Osaic Took $175M From LPL. Alpha Omega Was The Real Recruiting Engine.
Osaic recruited two North Carolina LPL teams with $175M through Alpha Omega, showing why OSJs remain powerful recruiting and service hubs.
LPL Paid $805M For Atria. The Retention Bet Became Its M&A Blueprint.
Osaic bought Lincoln Wealth’s 1,450 advisors and $108B while consolidating its own broker-dealers. The deal shows what scale was really meant to buy.
Osaic Was Simplifying Eight Broker-Dealers. Then It Bought Two More.
Osaic bought Lincoln Wealth’s 1,450 advisors and $108B while consolidating its own broker-dealers. The deal shows what scale was really meant to buy.
Osaic’s Next Test Is Turning Consolidation Into Growth
Osaic’s management reorganization shows why advisor growth, service, technology and leadership stability now matter after Journey to One.
The Old IBD Rule Was Hands Off The Client. That Rule Is Breaking.
LPL’s Financial Resources Group deal shows how giant OSJs, bank programs and branch offices became strategic acquisition targets.
Insurance Wealth Units Are Looking For Scale. Cetera Just Added Another.
Cetera’s Concourse Financial Group Securities deal adds scale, advisors and a new test of insurance-affiliated broker-dealer integration.
Osaic Was More Than A New Name. It Was A Broker-Dealer Stress Test.
Advisor Group’s Osaic rebrand was more than a new name. It tested advisor loyalty, platform integration and broker-dealer scale.
LPL Bought Commonwealth. Then 653 Advisors Walked Away.
Commonwealth lost 653 advisors after LPL’s deal, raising questions about headcount retention, asset retention and broker-dealer culture.