OSJ Innovative Financial Group supports transition as firm overseeing more than $500 million in assets adopts W-2 model Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Pointes North Wealth

New role supports continued platform innovation and scalable growth across advisor network Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the appointment of Stacie Nabedrick as senior vice pre

In the business world, CEOs typically receive more attention as they serve as the public face of the company. But as the wealth management industry continues to consolidate, chief financial officers are playing increasingly important roles in positioning t

South Carolina-based firm joins to expand client offerings through enhanced technology and product solutions Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that C&N Wealth Management has joine

Husband-wife advisor team focused on serving couples and women transitions from LPL Financial Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced The Finance Couple has joined from the firm LPL Fin

Five ways advisors can take back time to boost productivity. By Matthew Schlueter, Executive Vice President, Operations & Technology Solutions Many advisors can likely point to the exact moment their day goes sideways: a “quick” client request that turns