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

The wealth management landscape today is marked by profound change, fueled by a spate of large-scale acquisitions and a growing shift toward advisor independence. In addition, a recent McKinsey report estimates that by 2034, the wealth management industry

Collaboration brings innovative marketplace technology to Osaic advisors, enhancing direct access to loan financing solutions for their clients LAS VEGAS – May 21, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management sol

Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice LAS VEGAS – May 20, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, raised the curtain today on NXT 2025 (pro

Community Financial Institutions with nearly $500 million in combined assets move from CUSO Financial Services as Osaic accelerates institutional growth SCOTTSDALE, AZ – May 15, 2025 –Osaic, Inc.(“Osaic”), one of the nation’s largest providers of wealth

Advisor joins from VALIC Financial Advisors, bringing client-focused planning expertise and deep investment experience SCOTTSDALE, AZ – May 13, 2025 –Osaic, Inc.(“Osaic”), one of the nation’s largest providers of wealth management solutions, announced tod