A Daily Network publication

pe sponsor

Reverence Capital Partners

NEW YORK, NY

CRD: 171471

In network coverage since August 17, 2026 · 8 stories

$18.1BRegulatory AUMSEC Form ADV · Oct 17

47EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Mar 31, 26Deal closedBain Capital · Osaic

Network coverage

move

ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans

The Wall Township, N.J., firm launched at LPL in 2019 and now has about 21 advisors; transition payments and payout terms were not disclosed.

Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans

RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record

move · Sep 17Osaic's rebuild starts with the advisors it still has

move · Sep 2Platform breadth is the new mid-market affiliation test

Moves · Aug 27Osaic puts AI at the center of its retention pitch

Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting

The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.