Osaic Expands with $204M Advisory Team from LPL Financial
Event summary
- Osaic acquires The Finance Couple, a Greenville-based advisory firm with $204M in client assets.
- The team, led by Tim and Wynne Curran, transitions from LPL Financial to Osaic via IFG's OSJ.
- The Currans bring 35 years of combined experience in financial planning for couples and retirees.
The big picture
Osaic continues its expansion through strategic advisor acquisitions, targeting specialized practices like The Finance Couple's niche focus on couples and retirees. This move aligns with broader industry trends of consolidation among independent broker-dealers as they compete for high-AUM teams. With over $204M in assets joining Osaic from LPL Financial, the deal underscores the growing importance of flexible platforms and succession planning resources in advisor recruitment.
What we're watching
- Advisor Recruitment
- Whether Osaic can sustain this pace of high-AUM advisor acquisitions from competitors.
- Platform Differentiation
- How IFG's OSJ structure will support further advisor transitions to Osaic.
- Client Retention
- The impact of this transition on client asset retention and growth potential.
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