Kristen Kimmell, Executive Vice President of Business Development, recently sat down with Financial Planning to record a podcast episode about building community among independent financial professionals. The number of independent financial advisors is o
Osaic announces acquisition of Lincoln Wealth
Acquisition continues Osaic’s strategic growth with addition of more than 1,450 producing advisors and $108B in AUM.
Acquisition continues Osaic’s strategic growth with addition of more than 1,450 producing advisors and $108B in AUM. PHOENIX, December 14, 2023 – Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions, announced a defi
This will be the year of artificial intelligence (AI) and machine learning (ML). Not only have AI and ML driven the soaring valuations of stocks like NVDIA, but they have also demonstrated the potential to increase the efficiency of advisory practices. My
Weekly Market Impact
Brought to you by Osaic Research and Chief Market Strategist Phil Blancato, this podcast provides financial professionals and their clients with insights on recent developments in the market.