Osaic announced the addition of Payant Wealth Management Group to its W2 employee affiliation channel. Osaic's W2 channel was launched in 2023 to accommodate independent RIAs who choose to affiliate with Osaic's corporate RIA in order to relieve the day-to
The latest from Osaic
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.
Recent news
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
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
The Latest Market Insights
Read and review the latest commentary on market performance, brought to you by the Osaic Research team.