Bard Financial Services, a Connecticut-based advisory firm managing $1.2 billion in assets, has joined Osaic’s W-2 employee independent channel after nearly four decades as an Osaic partner. Financial ...
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Veater Financial Group (“VFG”), an established ...
PORTLAND, Ore.--(BUSINESS WIRE)--tru Independence, a $9 billion national independent advisory growth platform, today announced the latest advisor partner to join -- Channel Wealth. The firm is ...
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