New York, NY., May 16, 2024 – Ladenburg Thalmann & Co. Inc., a prominent middle market investment bank, is pleased to announce the appointment of Barry Steiner and Mike Gideon as co-Chief Executive Officers, effective immediately. This strategic decision u

Lincoln’s independent broker-dealer and registered independent advisory firms bring more than 1,400 financial advisors to Osaic’s growing wealth management network PHOENIX, May 6, 2024 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of weal

The market to acquire registered investment advisor firms has been red-hot for almost a decade, with hundreds of firms bought and sold each year. But the mergers and acquisitions frenzy has its skeptics, particularly among broker-dealer executives, who exp

Kristen Kimmell, Executive Vice President of Business Development, recently sat down with Financial Planning to record a podcast episode about building community among independent financial professionals. The number of independent financial advisors is o

Acquisition continues Osaic’s strategic growth with addition of more than 1,450 producing advisors and $108B in AUM. PHOENIX, December 14, 2023 – Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions, announced a defi

This will be the year of artificial intelligence (AI) and machine learning (ML). Not only have AI and ML driven the soaring valuations of stocks like NVDIA, but they have also demonstrated the potential to increase the efficiency of advisory practices. My