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.
Two Royal Alliance Alums Had The Same Goal. Their Growth Playbooks Could Not Have Been More Different
Mark Goldberg and Ric Edelman showed two different ways wealth firms tried to build national platforms after Royal Alliance.