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Osaic announces partnership with Navy Federal Investment Services

Osaic announced the upcoming partnership between Osaic Institutions and Navy Federal Investment Services, a subsidiary of Navy Federal Credit Union, the largest credit union in the United States.

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Joe Gaeckle, VP, Client Financial Planning and Strategic Initiatives

The need for comprehensive financial planning is on the rise across households – and advisors have a long way to go to catch up with that demand. That's the call to action from a Cerulli white paper titled "Financial planning: fueling client and business

Chairs surrounding a large wooden table.

SCOTTSDALE, Jan. 28, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the expansion of its institutional channel through a new partnership with Navy Federal Investment Services (NFIS), a pa

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