Father-son led firm affiliates with New York Financial Partners, drawn by Osaic’s community-driven approach and commitment to advisor success SCOTTSDALE, AZ – June 26th, 2025 —Osaic, Inc.(“Osaic”), one of the nation’s largest providers of wealth managemen

Osaic’s project of unifying eight broker-dealer firms under one brand has been a gargantuan one, but it’s full of little stories that show its value, says Jamie Price, president and CEO of the Scottsdale, Ariz.-based business. “We had an advisor on one of

Acquisition strengthens Osaic Advisor’s signature employee model, provides Boston-based RIA with increased access to long-term capital and comprehensive wealth solutions SCOTTSDALE, AZ – June 17, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest

Jamie Price, the Osaic CEO, recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry. What a difference a decade makes. When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $15

Macro and micro factors are working in the short term against a public listing for the $700bn brokerage firm. With 11,000 affiliated advisors and $700bn in assets, independent broker-dealer Osaic, by a few key metrics, resembles or surpasses what rival LP

Osaic's CapitalHub is a white-labeled version of Community Capital Technology’s platform and national loan originations network, including more than 1,400 financial institutions nationwide. At its NXT conference this week, Osaic announced its new digital