Osaic’s new president, Shannon Reid, says the firm’s technology and flexibility appeal to a range of financial advisors.
Family-run Omaha advisory firm selects Osaic for expanded technology, planning resources and operational support Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Pearce Financial has joined
Bill Ugalde, Vice President of Wealth Management Platforms for Osaic, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm leverages its scale, technology partnerships, and advisor-first approach to drive growth. Ugalde says Osaic
NYSE member since 1879 marks a century and a half of leadership in financial markets by ringing The Closing Bell Ladenburg Thalmann & Co. Inc. (“Ladenburg Thalmann”), a major force in middle-market financing that provides expertise in investment banking,
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