The latest from Osaic
Osaic Appoints Sayee Bellamkonda as Chief AI & Technology Officer
Technology-industry veteran brings extensive experience to lead Osaic’s continued advancement of its digital, data and AI capabilities.
Recent news
The Cedar Rapids, Iowa-based advisory team affiliates through Carlson Advisor Networks to support growth, enhance efficiency and expand capabilities.
St. Louis-area firm overseeing approximately $250 million in client assets joins Millenia Investments and affiliated with Osaic in full-circle succession story.
Osaic’s Shannon Reid is moving beyond outdated orthodoxies, putting the company’s reach to work for advisors, and redefining what a partner firm can be.
The Latest Market Insights
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.