As part of our commitment to empowering your growth and productivity, you can subscribe to two AI meeting assistant tools. Zocks and Jump were both designed specifically for the wealth management landscape, making them ideal partners for creating time and efficiency for your business. Our partnership with these tools represents our commitment to providing flexibility and choice when bringing AI into your tech stack.
$450 million NoxNumis selects Osaic to leverage robust investment platform and gain expanded access to inorganic growth opportunities SCOTTSDALE, AZ – April 8th, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solu
Keeping the technology of even a small group of advisors straight can be a daunting challenge. But when that cohort extends to over 11,000 advisors, 2,400 additional employees and approximately $700 billion in assets under administration, flexibility has
Consolidation across the wealth management industry continues with rapid momentum. As options for strategic partners shrink, advisors should remain focused on what’s truly important: maintaining the ability to deliver independent, objective advice to their
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.
