Acquisition continues Osaic’s strategic growth with addition of more than 1,450 producing advisors and $108B in AUM.
The market to acquire registered investment advisor firms has been red-hot for almost a decade, with hundreds of firms bought and sold each year. But the mergers and acquisitions frenzy has its skeptics, particularly among broker-dealer executives, who exp
Kristen Kimmell, Executive Vice President of Business Development, recently sat down with Financial Planning to record a podcast episode about building community among independent financial professionals. The number of independent financial advisors is o
Acquisition continues Osaic’s strategic growth with addition of more than 1,450 producing advisors and $108B in AUM. PHOENIX, December 14, 2023 – Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions, announced a defi
May 20-22, New Orleans
NXT (pronounced Next) is a bold testament to serving the investor of the future. It unites Financial Professionals from diverse generations, nurturing a dynamic community dedicated to sustained success in wealth management. With a spotlight on ideas spanning fintech to practice management, this annual event is a catalyst for innovation.
Brought to you by Osaic Research and Chief Market Strategist Phil Blancato, this podcast provides financial professionals and their clients with insights on recent developments in the market.