OSAIC News - Candlesense

Strategic Financial Management Affiliates with Osaic, Joining Undefined Gridlines, Inc.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #TeamOsaic--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Strategic Financial Management (“...

Mergers

4 days ago

Massachusetts-Based Advisor Joelle Spear Launches Independent Firm with Osaic

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #Independence--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Joelle Spear, CFP® has joined ...

Will Osaic’s existing advisors see any changes in compensation or support structures as a result of this new partnership? How does the size and location of Spear Wealth Management align with Osaic’s broader strategic expansion goals? What is the client retention rate expected for Spear’s existing client base after moving to an independent firm under Osaic’s umbrella?

Finance

11 days ago

$840 Million Blaze Credit Union Affiliates with Osaic

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #CreditUnion--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Blaze Credit Union (“Blaze”) has...

How does this deal compare to recent similar acquisitions by competitors, and what does it imply for industry consolidation trends? Will the partnership affect OSAIC's capital allocation strategy, including dividend policy or share repurchases? How might this news influence OSAIC's short‑term stock price movement and trading volume?

Mergers

13 days ago