Osaic Completes Acquisition of Lincoln Wealth
Osaic Completes Acquisition of Lincoln Wealth
Lincoln's independent broker-dealer and registered independent advisory firms bring more than 1,400 financial advisors to Osaic's growing wealth management network
林肯的獨立經紀交易商和註冊的獨立諮詢公司爲Osaic不斷壯大的财富管理網絡帶來了1,400多名財務顧問
PHOENIX, May 6, 2024 /PRNewswire/ -- Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions, today announced the close of the acquisition of Lincoln Financial Advisors Corporation ("LFA") and Lincoln Financial Securities Corporation ("LFS"), the wealth management firms that make up Lincoln Wealth from Lincoln National Corporation. As a result of the transaction, more than 1,400 advisors overseeing approximately $115 billion in assets will be onboarded to Osaic.
菲尼克斯，2024年5月6日 /PRNewswire/ — 美國最大的财富管理解決方案提供商之一Osaic, Inc.（“Osaic”）今天宣佈完成對林肯金融顧問公司（“LFA”）和林肯金融證券公司（“LFS”）的收購，這兩家财富管理公司是林肯國家公司組成林肯財富的财富管理公司。交易的結果是，監督約1150億美元資產的1400多名顧問將加入Osaic。
"The addition of the Lincoln Wealth team expands the Osaic national network of seasoned and specialized financial professionals. They are highly regarded as some of the most holistic planning-focused professionals in the wealth management industry. We are truly honored they chose to join Osaic," said Jamie Price, President and Chief Executive Officer of Osaic. "We extend a warm welcome and look forward to continuing to provide their team of advisors and associates with the support, expertise and resources they need to make a difference in their clients' lives."
“林肯財富團隊的加入擴大了Osaic由經驗豐富和專業的金融專業人員組成的全國網絡。他們被公認爲财富管理行業中最注重全面規劃的專業人士。他們選擇加入Osaic我們感到非常榮幸。” Osaic總裁兼首席執行官傑米·普萊斯說。“我們熱烈歡迎，並期待繼續爲他們的顧問和同事團隊提供所需的支持、專業知識和資源，以改變客戶的生活。”
The acquisition follows a decade-long strategic partnership between Osaic and Lincoln National Corporation. LFA and LFN will join Osaic as stand-alone entities until they fully convert into Osaic as part of the firm's consolidation in the coming months.
此次收購是在Osaic和林肯國家公司建立了長達十年的戰略合作伙伴關係之後進行的。作爲公司未來幾個月整合的一部分，LFA和LFN將作爲獨立實體加入Osaic，直到它們完全轉換爲Osaic。
"Lincoln Wealth has a long history of helping advisors build thriving practices," added Greg Cornick, President, Advice and Wealth Management at Osaic. "We are thrilled to welcome the leadership team, employees and advisors into our network and deliver more of the tools they need to create a best-in-class client experience."
Osaic諮詢和财富管理總裁格雷格·科尼克補充說：“林肯財富在幫助顧問建立蓬勃發展的業務方面有着悠久的歷史。”“我們很高興歡迎領導團隊、員工和顧問加入我們的網絡，並提供他們創造一流客戶體驗所需的更多工具。”
Eversheds Sutherland, LLP served as Osaic's legal counsel.
Eversheds Sutherland, LLP 擔任 Osaic 的法律顧問。
About Osaic
Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management strategies, supporting approximately 11,600 financial professionals. Our mission is to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Osaic champions the enduring value of financial professionals. For more information, visit
關於 Osaic
Reverence Capital Partners旗下的投資組合公司Osaic, Inc.（“Osaic”）是美國最大的财富管理策略提供商之一，爲大約11,600名金融專業人士提供支持。我們的使命是支持金融專業人士在客戶生活中發揮的戰略作用。Osaic培養企業家精神和獨立精神，倡導金融專業人士的持久價值。欲了解更多信息，請訪問
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
證券和投資諮詢服務由以下公司提供：Osaic Wealth, Inc.、Triad Advisors, LLC和Osaic Institutions, Inc.、經紀交易商、註冊投資顧問以及FINRA和SIPC的成員。證券通過美國證券公司、美國投資組合金融服務公司和拉登堡塔爾曼公司、經紀交易商以及FINRA和SIPC的成員發行。諮詢服務由Arbor Point Advisors, LLC、American Portfolios Advisors, Inc.、Ladenburg Thalmann資產管理公司、美國證券顧問公司和註冊投資顧問Triad Hybrid Solutions, LLC提供諮詢服務。Osaic Wealth, Inc.、Securities America Advisors, Inc.和Triad Advisors, LLC提供的諮詢計劃由附屬註冊投資顧問 VISION2020 财富管理公司贊助。
Media Inquiries
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SOURCE Osaic
來源 Osaic
譯文內容由第三人軟體翻譯。