The latest from Osaic

DEC. 14, 2023

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.

Recent news

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

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

FEATURED PODCAST

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.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

Osaic Logo
By using this website, you agree to our use of cookies. We use cookies to provide you with a great experience and to help our website run effectively.