World Investment Advisors Names Edward Walters as President
Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.
Tag: Osaic
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.
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.