Any time a wealth manager makes a series of acquisitions and then embarks on a consolidation process, it's expected that some advisors will look for homes elsewhere. And few firms have done more in recent years to buy up large practices and then bring the
The latest from Osaic
Osaic expands educational offerings for Financial Professionals
Osaic announced the launch of Wealth Advisor Academy, a transformative professional development initiative for financial professionals seeking to amplify business growth, enhance interpersonal skills, and increase confidence to better serve clients.
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Ms. Britt provides more than two decades of experience in financial leadership and strategic planning. Osaic, Inc. (“Osaic”), one of the nation’s largest wealth management platforms, today announced the appointment of Kristy Britt as Chief Financial Offic
Wealth Advisor Academy offers financial professionals the resources and best practices to increase their enterprise value and enhance the client experience. Osaic, Inc. (“Osaic”), one of the nation’s largest wealth management platforms, today announced th
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Read and review the latest commentary on market performance, brought to you by the Osaic Research team.