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.
Larry Milton Brought $400M To Sanctuary. The Deal Was Built On A 35-Year Relationship.
Larry Milton left Truist with $400M to launch Fossil Rock through mFORCE and Sanctuary, turning a longtime Merrill relationship into an independence strategy.
Coastline’s $430M Advisor Haul Was A Preview Of Its $5B Growth Strategy
Coastline added three advisor teams with more than $430M in 2025. Its later growth shows how succession, M&A and platform support are reshaping RIAs.
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.
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.
Cetera’s Minority-Capital Playbook Is About Keeping Advisors Close
Cetera’s minority stake in CCR Wealth Management shows how broker-dealers can use capital, succession and growth support.
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.