Headlines from Osaic

Founder and wealth advisor Michael Grand, CFP, CIMA, CAIA

Advisor Michael Grand did two years of due diligence to identify the best home for his financial planning and wealth management advisory firm Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced tha

The Hinck Private Wealth Management team

Florida-based advisory team joins Osaic to enhance productivity, drive growth and better serve clients Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that Hinck Private Wealth Management has joined

Matt Schlueter, EVP, Operations & Technology Solutions

With apologies to Marie Kondo, when it comes to wealthtech sometimes more is more. According to a Cerulli report, advisory firms that are “heavy users of technology” are outpacing their peers in terms of client and AUM growth. And a recent Fidelity study

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