We're reaching out to share some exciting news regarding Royal Alliance, the firm we use to support our business operations.
On June 21, Royal Alliance announced that it has rebranded to Osaic (Osaic Wealth, Inc.). The firm’s parent company (formerly Advisor Group) has also adopted the new brand and name. Osaic will soon provide you official notice of this change when they send your required annual privacy notice. These notices require no action from you.
This company rebranding will not impact the way we work together, and we’ll continue to manage your accounts in the same way we do today. You may notice the appearance of a new name and logo on materials from Osaic, but otherwise, you will not experience many changes. Systems and forms are being updated to reflect this new name, but you may continue to see the Royal Alliance or Advisor Group name until that is completed.
Note: some Pershing clients may be alerted to update their usernames in the eQuipt online access system upon their next login attempt, but it won't be applicable to all. If you currently login with your email address, it is unlikely you will be required to update your username, but please keep an eye out for further instructions.
If you have any questions, please don’t hesitate to reach out to us. As always, thank you for the ongoing opportunity to serve you.
Your Takagi Team
Osaic: Name Change Announcement
August 01, 2023