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Thursday, August 20, 2026The Morning Brief →Sign in
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Osaic

In PWD coverage since August 17, 2026 · 7 stories
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Advisor
Jun 30 · team liftout
Arrivals
None tracked.
Departures
Kristen Kimmel
Aug 17 · destination pending
Kevin Peterson
Aug 16 · to Carson Group
PWD coverage
Moves

Osaic lands Sarsfield father-son team with a $367M book

The four-person IronGate team joins Osaic's Carlson Advisor Networks with a business-owner practice and a built-in succession story.
RIA · Aug 19AE Wealth's two-word growth advice: 'not right now'
Features · Aug 19Wealth's talent war moves to the C-suite
practice · Aug 18Betterment expands Solo 401(k) to advisor networks HUB and Osaic
Moves · Aug 18O'Reilly family practice leaves LPL for Osaic with $250 million
Moves · Aug 18Carson hires Osaic's Peterson to lead independent channel
The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel
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