Fourth annual conference gets underway in Boston, showcasing innovation that fuels advisor-led growth

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, raised the curtain today on its 2026 NXT event, the firm’s annual gathering designed to equip financial professionals with the ideas, tools and connections needed to lead what’s next in wealth management. Taking place in Boston this year, NXT continues to evolve as an industry-leading, forward-looking event centered on innovation, growth and the future of advice.

The theme for 2026 is “Empowering what’s next in wealth management,” focusing on three content tracks: growth and succession; technology and trends; and high-net-worth and comprehensive planning. Each track is designed to provide practical, actionable strategies advisors can apply directly to their practices.

“NXT is about giving financial professionals the clarity, tools and inspiration they need to grow their businesses and better serve clients at every stage of life and wealth” said Dimple Shah, EVP, strategy and client experience and executive sponsor of the NXT Conference. “By bringing together diverse perspectives and real-world innovation, we’re helping advisors not only keep pace with change, but lead it.”

The mainstage features keynote presentations from Kathleen Burns Kingsbury on breaking money silence across generations, and Kim Lear on the latest generational trends, offering the audience timely insights into how evolving client expectations are shaping the future of financial advice. Throughout the event, Osaic leaders will take the stage, including:

• Jamie Price, CEO and Shannon Reid, President and Head of Advisor Growth and Engagement will share insights on the future of wealth and Osaic’s vision for what’s next.
• Dimple Shah, Executive Vice President of Strategy and Client Experience will lead a conversation with several Osaic leaders, highlighting advisor-driven enhancements across Osaic’s platform including an evolved Client Portal, automated workflows, Osaic’s proprietary AI-powered search tool and continued expansion of AI-enabled solutions.
• Phil Blancato, Chief Market Strategist and Jaime Desmond, Chief Operations Officer, Ladenburg Asset Management, will provide guidance on the current economic environment.

New this year, the “NXT Changemakers” program will spotlight financial professionals who are driving meaningful innovation within their businesses. Selected through a competitive application process, finalists will take the main stage to share proven ideas, from streamlining operations to scaling innovative solutions, to inspire peers and advance the profession.

Attendees will also have access to the Fintech Spotlight, a dedicated showcase of technology solutions designed to enhance efficiency and support growth across advisory practices. The experience is further elevated by Osaic’s Ideas Lab, which uses real-time feedback to shape solutions for how advisors work today and tomorrow.

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