Workflow
Capital for advisor growth
icon
搜索文档
Osaic Rolls Out Capital Options for Advisors In the Middle
Yahoo Finance· 2025-09-16 19:38
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. At its annual conference this week, Osaic rolled out several capital-raising options for its advisors, ranging from personal credit lines to performance loans, for what one senior executive called the advisors “in the middle” who are looking to grow. “As an industry, I think we’ve done really well by advisors in providing capital for advisors who are in transition and for the M&A succession side ...