Osaic’s Fee-Only RIA CW Advisors Acquires $849M RIA

Published on February 3, 2026

The addition is CW Advisors’ second since being acquired by Osaic, which also announced that two W-2 advisors had combined to make a $500M firm in Missouri.

Continue reading on website
Other news

Arax Acquires $1.5B Cleveland RIA Led by Carina Diamond

February 3, 2026
Arax has purchased GFP Private Wealth, expanding its Midwest presence, from its previous owner, 4100 Group Financial Services.

Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs

February 4, 2026
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.