Osaic’s Jamie Price on B/D Integrations, Advisor Attrition
WealthManagement.com
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Osaic ’s integration of its legacy broker/dealers (as well as Lincoln Financial’s wealth business) continues apace. According to CEO James Price , Securities America is fully integrated, and Lincoln’s business is set to be converted by January.
In an interview at WealthManagement.com’s New York office last week, Price said the firm’s expectation of advisor attrition after the Osaic rebranding is “right on” with their annual projections.?
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