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.
A Chicago-Area Osaic Team Joined Cetera. The Real Story Is Growth Infrastructure
Cetera added Callero Capital Management from Osaic, showing how growth-minded advisor teams are weighing back-office support, succession and platform change.