Entities / Company
Osaic.
Wealth Management
- Reports this week
- 1
- Active events
- 2
- Connections
- 27
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
One to three months ago
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Securities America was announced as part of Osaic's ongoing corporate consolidation plan.Some support2 reports
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Financial firms LPL Financial, Osaic, and Wealth.com are integrating Anthropic's AI for client services and financial advice.Some support1 report
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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
Gone quiet
No new reports in 90+ days-
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
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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 and Main Street Capital are noted for being less volatile than the S&P 500 market index.Moves Osaic
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FED Mentioned togetherPutin's summit idea and easing Fed rate hike expectations boost market sentiment, supporting currency outlooks.Moves Osaic
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West Virginia TransactionalEvan Worrell is seeking reelection in the WV House of Delegates, while Amazon maintains a presence in Huntington.Moves Osaic
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Reuters Mentioned togetherReuters reported on Donald Trump's fiscal policy on October 20, 2026.Moves Osaic
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Omaha Shared contextThe Iran conflict has led to disruptions in global oil flows.Moves Osaic
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Phoenix Mentioned togetherDaniel Suarez participated in practice at Phoenix Raceway while driving a Chevrolet and discussed a contract with Jeff Dickerson.Moves Osaic
Connections
The 14 strongest of 27, 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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Shannon Reid Structural
Shannon Reid serves as president and head of advisor growth 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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Matt Humphrey Structural
Matt Humphrey was hired by Osaic to oversee acquisition strategy.
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Shannon Reid Structural
Shannon Reid is expected to bolster Osaic's leadership structure.
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Virginia Retirement System Operational
Both firms actively adjust their investment portfolios in response to inflation risk.
Show all 14 connections
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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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West Virginia Transactional
Osaic acquired representatives from a branch located in West Virginia.
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Primerica Operational
Osaic and Primerica are actively competing in the market, evidenced by an alleged raid on a Primerica branch.
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Omaha Shared context
Osaic is located in Omaha, Nebraska.
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Phoenix Mentioned together
No evidence provided linking Phoenix and Osaic.
History
Events by the month they beganOctober 2026
2 eventsSeptember 2026
2 eventsAugust 2026
2 eventsShow 2 earlier months
July 2026
3 eventsJune 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.