$315 Million Simplified Wealth Management Moves to Osaic from LPL - Candlesense
OSAIC Mergers

$315 Million Simplified Wealth Management Moves to Osaic from LPL

(OSAIC) SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Simplified Wealth Management has joined its growing network of independent advisors. Bringing $315 million in client assets, the Corona, Calif-based team moves to Osaic from LPL Financial. Simplified Wealth Management is a values-based practice serving individuals, families and business owners nationwide, with a focus on business owners, physicians an

Related Questions

How will the addition of $315 million in AUM affect OSAIC's revenue guidance and earnings per share outlook? What are the integration costs and timeline for assimilating Simplified Wealth Management into OSAIC's existing platform? How does this acquisition compare to recent advisor migrations among OSAIC’s peers, and what does it signal about competitive dynamics in the independent wealth‑management space?
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