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New Jersey Financial News
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Articles
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Husband-Wife Advisor Team Leaves LPL For Osaic In Platform-Fit Move
Wealth Management Charles Cooke 6/9/26 Wealth Management Charles Cooke 6/9/26

Husband-Wife Advisor Team Leaves LPL For Osaic In Platform-Fit Move

The Finance Couple left LPL for Osaic through Innovative Financial Group as advisor moves show platform fit driving recruiting.

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Osaic’s $1.5B Gateway Move Shows The W-2 Advisor Model Is Gaining Ground
Charles Cooke 5/28/26 Charles Cooke 5/28/26

Osaic’s $1.5B Gateway Move Shows The W-2 Advisor Model Is Gaining Ground

Osaic moved Gateway Investments to its W-2 channel, while Raymond James and RBC added advisor teams from Merrill and UBS.

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