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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Shannon Reid

Osaic · Reported Oct 27
In network coverage since August 27, 2026 · 9 stories
Network coverage
The Close

UBS and Ameriprise add retention bonuses as recruiting turns fierce

Louis Diamond says paying a group to stay before it leaves differs from deferred compensation; Osaic's Shannon Reid calls recruiting "very, very fierce."
RIA · Oct 26Osaic president says recruiting turned 'very, very fierce'
Moves · Oct 26ICG next, a $2.3B New Jersey firm, moves from LPL to Osaic
The Advisor's Note · Oct 26Raymond James names Kirk Bell to lead independent contractor unit
Features · Oct 26Raymond James names Scott Curtis COO effective Oct. 26
Recruiting & transitions · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans
Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans
Moves · Sep 17Raymond James merges succession and capital under one executive
Moves · Aug 27Osaic puts AI at the center of its retention pitch
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