$450 million NoxNumis selects Osaic to leverage robust investment platform and gain expanded access to inorganic growth opportunities SCOTTSDALE, AZ – April 8th, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solu

Keeping the technology of even a small group of advisors straight can be a daunting challenge. But when that cohort extends to over 11,000 advisors, 2,400 additional employees and approximately $700 billion in assets under administration, flexibility has

Consolidation across the wealth management industry continues with rapid momentum. As options for strategic partners shrink, advisors should remain focused on what’s truly important: maintaining the ability to deliver independent, objective advice to their

While independent broker-dealers (IBDs) are a hot commodity in today’s M&A market, Osaic’s private equity backer, Reverence Capital Partners, is holding on tight. That’s according to Osaic chief executive Jamie Price, who said Reverence, now six years int

Osaic has partnered with Zocks, an artificial intelligence platform, to provide its advisors with technology that will minimize some of their mundane tasks so they can spend more time with clients. Through the partnership, San Francisco-based Zocks will b

Happy Financial Literacy Month everybody! For those that may have forgotten to mark their calendars, April is the month where wealth managers promote and highlight the benefits of financial education. The idea behind the financial literacy push is to empo