Deals & People March 25th, 2024 Advisory M&A News – 3/25/24 Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.
Deals & People December 15th, 2023 Lincoln to Shed Wealth Division With Sale to Osaic Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.