Osaic Took A $275M Family Firm From LPL. LPL Took A Growth-Minded Team Back.
Osaic won Providence Wealth Planning from LPL while LPL added Coastal Wealth from Osaic, revealing how practice design drives advisor moves.
A Regional Brokerage Joined LPL. The Hard Part Was Preserving Its Identity.
LPL’s Boenning & Scattergood acquisition tested whether a 108-year regional brand could move into Linsco without losing culture.