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.
While tariff tensions between the U.S. and other nations have recently escalated, the impact on earnings and the consumer still appear to be milder than expected. Uncertainty around tariffs is a key headwind that will create volatility, but today’s market
Zocks, a privacy-first AI platform for financial advisors, today announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions. Through this relationship, Osaic’s network of more than 11,000 financial
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its approval as an official technology vendor for Osaic, Inc. (“Osaic”), one of the nation’s largest providers
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.
