Tomorrow, the Osaic Foundation will welcome athletes, veterans, volunteers, and supporters to Scottsdale for the 2026 World TEAM Challenge: Valley of the Sun. The Osaic Foundation, the philanthropic arm of Osaic Inc. and one of the nation’s largest provid

Osaic makes available FINNY’s prospecting technology to its network of over 10,000 financial professionals to streamline prospect outreach, enhance productivity and scale organic growth FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platfo

Brooklyn-based advisor brings $164 million in assets under administration and more than two decades of industry experience to Osaic platform Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that

The technology isn’t just reshaping workflows, it’s redefining the industry itself. Are advisors really ready for AI? No longer an emerging trend in wealth management, artificial intelligence has quickly become embedded in the industry’s infrastructure.

Through partnerships with ActiFi and Greene Consulting, Osaic strengthens its support for financial advisors in delivering holistic financial planning and wealth management Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management

The wealth management industry is in a state of flux, wherein consolidation, a historic generational wealth transfer and an aging advisor workforce are redrawing the competitive map. In this environment, clearing and custody structures may sound like mere