Osaic’s New Tech Hire Shows The Next Advisor Fight Is Workflow
Osaic hired Stacie Nabedrick to lead advisor and client technology strategy as the firm pushes eQuipt, planning tools and scalable growth.
Cetera’s Nearly $19B RIA Move Is About Planning Scale, Not Just A New Name
Cetera merged Avantax Planning Partners and The Retirement Planning Group into Cetera Planning Partners, a nearly $19B employee-advisor RIA.
Three Advisor Moves Show Why Recruiting Momentum Is Not Just About Mega-Teams
LPL, Osaic and Janney added advisor talent as recruiting momentum continues across planning, transition and regional wealth markets.
Families Are Worried About Education Costs, But 529 Plans Remain A Blind Spot
Edward Jones says many Americans still misunderstand 529 plans as families face pressure over education savings and rising costs.