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$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic

Summary by wealthmanagement.com

The AmeriFlex Group made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.

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Financial Planning

Bleeding continues at Osaic, UBS with big team departures: Advisor Moves

Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.

22 hours ago

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wealthmanagement.com

$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic

The AmeriFlex Group made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.

1 day ago

Read Full Article

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