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Tuesday, October 20, 2026The Morning Brief →Sign in
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Shannon Reid

Osaic · Reported Oct 20
In network coverage since August 27, 2026 · 4 stories
Network coverage
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ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans

The Wall Township, N.J., firm launched at LPL in 2019 and now has about 21 advisors; transition payments and payout terms were not disclosed.
Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans
Moves · Sep 17Raymond James merges succession and capital under one executive
Moves · Aug 27Osaic puts AI at the center of its retention pitch
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