Headlines from Osaic

Kristen Kimmell, Executive Vice President of Business Development, recently sat down with Financial Planning to record a podcast episode about building community among independent financial professionals. The number of independent financial advisors is o

Acquisition continues Osaic’s strategic growth with addition of more than 1,450 producing advisors and $108B in AUM. PHOENIX, December 14, 2023 – Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions, announced a defi

This will be the year of artificial intelligence (AI) and machine learning (ML). Not only have AI and ML driven the soaring valuations of stocks like NVDIA, but they have also demonstrated the potential to increase the efficiency of advisory practices. My

Held this year in Phoenix, the annual event focused on empowering advisors to thrive in a rapidly transforming industry PHOENIX, Oct. 25, 2023 — Osaic, one of the nation's largest providers of wealth management services, announced the conclusion of Conn

Bringing Osaic financial professionals and employees together to positively impact communities across America PHOENIX, Oct. 23, 2023 — Osaic, one of the nation's largest providers of wealth management services, announced today, during its flagship Conne

PHOENIX, June 21, 2023 — Advisor Group, one of the nation's largest networks of independentwealth management firms, announced that it has changed its name and rebranded as Osaic. The firm announced plans to rebrand and transition its eight firms into one

More from Osaic

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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