At its annual conference in San Antonio, Osaic announced a suite of capital-raising programs designed to help advisors fund growth during what executives described as the "middle" stage of their careers. According to Wealth Management, the initiative expands beyond the traditional focus on transitions and succession financing, offering direct lending through Osaic as well as third-party options.

The program includes four options: securities-backed personal credit lines, fixed-rate term loans, working capital credit lines, and performance-based loans. Wealth Management reports that roughly 20 percent of Osaic's capital has already been deployed to similar initiatives, and the firm plans to expand support for growth-focused projects.

Osaic President and CEO Jamie Price explained that in certain cases, the firm may take an ownership stake or acquire a practice to facilitate succession, provided there is a partner or defined transition plan. For next-generation advisors, Osaic may manage infrastructure while leaving equity in place to encourage long-term engagement.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.