Bill Ugalde, Vice President of Wealth Management Platforms for Osaic, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm leverages its scale, technology partnerships, and advisor-first approach to drive growth. Ugalde says Osaic

NYSE member since 1879 marks a century and a half of leadership in financial markets by ringing The Closing Bell Ladenburg Thalmann & Co. Inc. (“Ladenburg Thalmann”), a major force in middle-market financing that provides expertise in investment banking,

Longtime Osaic-affiliated Cincinnati team enters W-2 channel to support continuity, succession planning and long-term client service Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Tri-Sta

Osaic’s new president, Shannon Reid, says the firm’s technology and flexibility appeal to a range of financial advisors. When Osaic, one of the largest independent broker-dealers, first approached Shannon Reid about taking a leadership position, she was r

Waterloo, Iowa–based family advisory team cites open architecture, flexibility and long-term succession resources in move Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Signature Private

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shannon Reid, Osaic President and Head of Advisor Growth and Engagement, to talk about how the role of the financial advisor is shifting from pure investment management to holistic life p