Entities / Company
Osaic.
Wealth Management
- Reports this week
- 0
- Active events
- 1
- Connections
- 20
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Earlier this month
One to three months ago
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Osaic hired Sayee Bellamkonda as its new Chief AI and Technology Officer.Some support1 report
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Larson worked sequentially at both LPL and Osaic.Some support1 report
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Reuters and Osaic discussed market strategies in the financial press.Some support2 reports
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Shannon Reid is primed to bolster Osaic's leadership.Some support1 report
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Britt, formerly of Thomson Reuters, served as CFO at Osaic, while Cornick held roles at LPL Financial.Some support1 report
Gone quiet
No new reports in 90+ days-
The global online gambling industry has reached over $70 billion in revenue, driven by widespread online accessibility and the shift from classic models, with specialized ETFs emerging.Speculative1 report1 development inside
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Osaic is undergoing a strategic shift, losing key personnel and pivoting its services to offer AI workforce solutions to wealth management firms.Some support1 report
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Payne Financial Consultants, led by David Payne, joined Osaic after moving from LPL Financial.Some support1 report1 development inside
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Bowman Financial Solutions joined Osaic's advisor network, bringing $73 million in assets after moving from LPL Financial.Some support1 report
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Coastal Wealth Management Group joined LPL Financial from Osaic on August 7, 2025.Some support2 reports
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Providence previously operated with LPL Financial.Some support1 report
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Simplified Wealth Management moved its operations from LPL Financial to Osaic.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Osaic this week
News at the entities that move Osaic most-
LPL Financial OperationalLPL Financial Holdings Inc. is based in Boston, MA.Moves Osaic
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FED Mentioned togetherIran closed the Strait of Hormuz, halting petroleum liquids movement and raising inflation concerns, which Donald Trump views as a potential solution.Moves Osaic
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Reuters Mentioned togetherAndrii Biletskyi is reporting on military operations, including deploying UGVs and leading the Third Army Corps operations against Russian lines.Moves Osaic
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Phoenix Mentioned togetherHomicide rates are being compared between Mesa, Scottsdale, and Phoenix, with Scottsdale ranking higher than Mesa.Moves Osaic
Connections
The 9 strongest of 20, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Ladenburg Thalmann Structural
Ladenburg Thalmann is a subsidiary of Osaic.
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Britt Structural
Britt served as Chief Financial Officer for Osaic.
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Securities America Transactional
Securities America was included in Osaic's strategic consolidation plan.
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LPL Financial Operational
The firms engage in direct market competition and exhibit episodic transfers of personnel and business units.
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Virginia Retirement System Operational
Both firms actively adjust their investment portfolios in response to inflation risk.
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Reuters Mentioned together
The entities are co-mentioned in the financial press regarding their market strategies.
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FED Mentioned together
Osaic discussed the communication strategy and market stance of FED.
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Shannon Reid Structural
Shannon Reid is expected to bolster Osaic's leadership structure.
Show all 9 connections
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Phoenix Mentioned together
No evidence provided linking Phoenix and Osaic.
History
Events by the month they beganSeptember 2026
2 eventsAugust 2026
2 eventsJuly 2026
3 eventsShow 1 earlier month
June 2026
8 events- LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.
- The global online gambling industry has reached over $70 billion in revenue, driven by widespread online accessibility and the shift from classic models, with specialized ETFs emerging.
- Osaic is undergoing a strategic shift, losing key personnel and pivoting its services to offer AI workforce solutions to wealth management firms.
- Payne Financial Consultants, led by David Payne, joined Osaic after moving from LPL Financial.
- Bowman Financial Solutions joined Osaic's advisor network, bringing $73 million in assets after moving from LPL Financial.
- Coastal Wealth Management Group joined LPL Financial from Osaic on August 7, 2025.
- Providence previously operated with LPL Financial.
- Simplified Wealth Management moved its operations from LPL Financial to Osaic.