With apologies to Marie Kondo, when it comes to wealthtech sometimes more is more. According to a Cerulli report, advisory firms that are “heavy users of technology” are outpacing their peers in terms of client and AUM growth. And a recent Fidelity study

Oregon-based advisory team joins Osaic to leverage its technology platform and serve clients with tailored financial advice. Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Pilot Rock Fina

The organic growth conundrum facing advisors today reflects the convergence of economic headwinds, changing client expectations, and a competitive field. Markets remain unpredictable, client needs are becoming more complex and new entrants are crowding the

Osaic is proud to announce a strategic partnership with two cutting-edge estate planning platforms – Wealth.com and Vanilla – now available to our financial advisors at an exclusive discounted rate. These AI-powered platforms offer robust estate planning

Melville, N.Y.–based advisory firm cites alignment on values and growth strategy in move to Affiliated Advisors OSJ Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the affiliation of AFC Plannin

Ohio-based Bart Butler moves from VALIC to leverage Osaic’s technology and dedicated advisor support through Signature Equity Partners Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that finan