Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs
Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”
Source: wealthmanagement.com
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Women-owned and Operated Integrity Wealth Management Latest Firm to Choose Osaic
/PRNewswire/ -- Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management strategies, announced the successful recruitment of Integrity...
Source: prnewswire.com
InvestmentNews Women to Watch winners work to make an impact
In total, 34 women and 13 companies were recognized at Tuesday's 2023 InvestmentNews Women to Watch awards event.
Source: investmentnews.com
Robbins cuts path that diversifies advice
Rita Robbins is a pioneer for women in the advisory industry, having founded Affiliated Advisors, a super OSJ, in 1994.
Source: investmentnews.com
LaSalle St. Establishes Relationship with Live Oak Bank
/PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing an independent broker-dealer; RIA and insurance platforms, and a financing...
Source: prnewswire.com