At Osaic’s annual conference, CEO Jamie Price stressed the growth of its W-2 hybrid or fee-only channels along with a newly unified, flexible tech stack. Osaic’s W-2 advisor channel across its hybrid and fee-only options has about $57 billion in client as
Largest annual conference convenes more than 5,000 financial professionals for three days of innovation, insights and advisor-focused announcements Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, yesterday kick
The Great Wealth Transfer is here. Over the next two decades, an estimated $124 trillion is in play, with $105 trillion expected to pass to heirs by 2048. Given what’s at stake, much of the industry’s focus has centered on engaging Next Gen beneficiaries a
WealthManagement.com honored the wealth management industry’s most innovative companies and individuals last night at the 11th annual Wealth Management Industry Awards ceremony during a black-tie gala held at Cipriani 42nd Street in New York City. Now in
California-based firm transitions to take advantage of advanced technology and business development resources, enhance client service and drive growth Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today anno
New team led by John Kennedy joins Osaic for growth opportunities, expanded investment platform and operational support Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliatio
