Daniel Leugers selects Osaic for empowered support, scalability and custom solutions, brings focus on personalized portfolio construction SCOTTSDALE, Ariz. — July 10th, 2025 —Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth managemen
Washington-based Brent Bridenback joins Osaic to grow his 100% fee-based practice, citing technology, independence and high-net-worth client support as key considerations SCOTTSDALE, AZ – July 8, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest
Can clients hit the jackpot investing in gambling-themed ETFs? The global online gambling industry recently reached more than $70 billion in revenue, according to the American Gaming Association, with online casinos and sports betting driving growth after
New integration equips Osaic financial professionals with full suite of AI-powered tools built to supercharge workflows. Los Angeles – July 1, 2025 – GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today
Matt Kourouma transitions to the independent model with Osaic, bringing with him a focus on service and community impact SCOTTSDALE, AZ – July 1st, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today an
New industry-leading capability eliminates time-consuming administrative tasks for financial advisors managing variable annuities SCOTTSDALE, AZ – June 30, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions,
