WealthManagement.com honored the wealth management industry’s most innovative companies and individuals at the 11th annual Wealth Management Industry Awards ceremony.
Osaic was named the winner in the Broker-Dealers Practice Management category for the Wealth Advisor Academy, and named a finalist in three other categories.
At Osaic’s annual conference, CEO Jamie Price stressed the growth of its W-2 hybrid or fee-only channels along with a newly unified, flexible tech stack. Osaic’s W-2 advisor channel across its hybrid and fee-only options has about $57 billion in client as
Largest annual conference convenes more than 5,000 financial professionals for three days of innovation, insights and advisor-focused announcements Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, yesterday kick
The Great Wealth Transfer is here. Over the next two decades, an estimated $124 trillion is in play, with $105 trillion expected to pass to heirs by 2048. Given what’s at stake, much of the industry’s focus has centered on engaging Next Gen beneficiaries a
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.
