Family-led firm expands its multigenerational practice and national presence through Osaic’s scale, community and succession-planning resources Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced t

One of the biggest unexpected challenges for the industry this year has been the competitive environment around recruiting, according to Shannon Reid, president of Osaic and head of advisor growth and engagement. Since LPL Financial closed on its acquisit

New Jersey–based wealth management firm selects Osaic to support growth strategy while preserving multigenerational, client-first approach Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that I

Shannon Reid highlights how Osaic’s range of RIA affiliation models gives advisors greater choice, flexibility and continuity as their businesses evolve. As more broker-dealers make their way into the increasingly competitive registered investment advisor

Osaic is embracing a platform-agnostic technology and custodial strategy to stay ahead of its competitors, according to President and Head of Advisor Growth Shannon Reid. The firm hired Reid last December from Raymond James, where she had spent nearly two

Clarksville, Tennessee-based veteran advisor joins Osaic to pursue greater independence and enhance the client experience Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Michael (Mike) Big