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Osaic Announces Partnership with HarborOne Bank to Expand Wealth Management Program

Dec 03, 2024•over 1 year ago

Contract Type

partnership

ScottsdaleFinanceFintech

Description

Osaic, Inc. has announced the expansion of its institutional channel through a new partnership with HarborOne Bank, aimed at increasing advisor headcount and assets under management across Massachusetts and Rhode Island. The partnership will see the addition of the HarborOne Investment Services Wealth Management Program, resulting in an expansion of Osaic Institutions assets under management by $114 million.

Company Information

Company

OSAIC

Location

Scottsdale, Arizona, United States

About

Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 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 www.osaic.com Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, 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 member 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., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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