Osaic Lost A $5B Firm. The Real Story Is Advisor-Owned Culture
Priority Financial Group moved broker-dealer operations from Osaic to United Planners, showing how advisor-owned culture and flexibility compete with scale.
Janney Taps Kathy Capuano As Advisor Recruiting Becomes A Bigger Growth Weapon
Janney named Kathy Capuano to lead advisor recruiting and market growth as the firm pushes for experienced-advisor hires and market expansion.