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
SCOTTSDALE, Arizona, January 23, 2025—The Osaic Foundation (“Osaic Foundation”), a nonprofit organization that aspires to elevate the impact of Osaic financial professionals and employees across America, today announced Jeffrey Green's appointment as Cha
By Delaney Metcalf, SVP, Capital Solutions, Osaic The US population is aging rapidly; by 2030, nearly one in five Americans will be of retirement age. With the demand for personalized wealth management continuing to grow, it is the perfect time to conside
Mike Allen, SVP of Digital Solutions at Osaic, shared his thoughts with Connect Money on the evolving WealthTech industry and recent milestones in its Journey to One platform. Allen discussed the burgeoning opportunities for financial advisors and their cl
Iowa State Bank, an 80-year-old community bank managing $450m in assets, has joined forces with Osaic, a provider of wealth management solutions. The collaboration will see ISB Investment Services, the bank’s investment division with $70m under management
