Announced
Completed
Financials
Tags
Asset Managers and Custodians
Acquisition
Majority
United States
Wealth Planning
asset and wealth management
Domestic
Private
Friendly
Single Bidder
Completed
Synopsis
Osaic, one of the nation's largest providers of wealth management solutions, completed the acquisition of Lincoln Wealth, the wealth management division of Lincoln National, an insurance company. Financial terms were not disclosed. “Lincoln is focused on continuing to execute on our enterprise strategic pillars, leverage our core strengths to grow our individual insurance solutions and workplace solutions businesses, and deliver long-term value for all of our stakeholders,” Ellen Cooper, Lincoln Financial Group Chairman, President and CEO.
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