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 differentiates itself by combining its resources as one of the nation’s largest wealth management firms with a personalized, advisor-focused experience. Supporting more than 11,000 affiliated financial professionals and over $700 billion in assets under administration, the firm prioritizes advisor feedback and strives to create a more seamless business experience for advisors.

Read more and watch the webcast on RIA Channel.

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