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.
Artificial intelligence will become capable of stock picking “faster than you think,” Jamie Price, president and CEO of Osaic, tells ThinkAdvisor in an interview. In fact, he argues, “if you’re running money algorithmically … you can set up rules and do i
Jamie Price, the Osaic CEO, recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry. What a difference a decade makes. When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $15
Macro and micro factors are working in the short term against a public listing for the $700bn brokerage firm. With 11,000 affiliated advisors and $700bn in assets, independent broker-dealer Osaic, by a few key metrics, resembles or surpasses what rival LP
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.
