St. Louis-area firm overseeing approximately $250 million in client assets joins Millenia Investments and affiliated with Osaic in full-circle succession story.

Osaic’s Shannon Reid is moving beyond outdated orthodoxies, putting the company’s reach to work for advisors, and redefining what a partner firm can be.

Joe Gaeckle, Senior Vice President of HNW and Financial Planning Solutions at Osaic, speaks on the growing need for advice orchestration.